The total return over the past 12 months is +30.94% vs. +19.51% for the S&P 500. So far it's up +24.03% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +26.32% | +9.89% | +5.70% | +8.94% | N/A | N/A |
| Total Return CAGR | +30.94% | +14.01% | +9.54% | +12.63% | N/A | N/A |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +5.36% | +7.05% | +9.15% | +11.49% | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Schwab U.S. Dividend Equity ETF (SCHD)
| Year | Start Value | End Value | SCHD Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 512.79 | 635.99 | +24.03% | +10.13% | +13.90% |
| 2025 | 491.51 | 512.79 | +4.33% | +17.72% | (13.39%) |
| 2024 | 440.20 | 491.51 | +11.66% | +24.89% | (13.23%) |
| 2023 | 420.90 | 440.20 | +4.58% | +26.19% | (21.61%) |
| 2022 | 434.90 | 420.90 | (3.22%) | (18.17%) | +14.95% |
| 2021 | 334.91 | 434.90 | +29.86% | +28.74% | +1.12% |
| 2020 | 291.09 | 334.91 | +15.06% | +18.37% | (3.31%) |
| 2019 | 228.70 | 291.09 | +27.28% | +31.22% | (3.94%) |
| 2018 | 242.16 | 228.70 | (5.55%) | (4.56%) | (0.99%) |
| 2017 | 200.46 | 242.16 | +20.80% | +21.70% | (0.90%) |
