Schwab US Dividend Equity ETF (SCHD)

ETF · Dividend

SCHD historical returns, growth, and risk - total return with all dividends reinvested, 2011-11-30 to 2026-06-30.

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SCHD · $10,000 invested at 2011-11-30

CAGR12.64%

Total return472.66%

Max drawdown-21.54%Mar 2020

Volatility13.51%

Sharpe0.83

Final balance$57,266

Best year32.89%2013

Worst year-6.20%2018

Expense ratio0.06%

Avg daily volume21.4M

Avg daily $ volume$675.8M

Growth of $10,000 (log scale)

Drawdown

Annual returns

Highly correlated alternatives

VYM0.94

FDL0.93

SDY0.93

DVY0.93

VTV0.93

SPYD0.93

HDV0.92

MGV0.92

Funds and stocks whose monthly returns moved almost identically to SCHD over the last ~5 years (number = correlation, 0.90 minimum). Near-1.00 funds track essentially the same thing - worth comparing their expense ratios. Hover a fund (or tap on mobile) to see a growth comparison and a fee-difference estimate. Compare SCHD vs VYM →

Backtest SCHD in a portfolio →Compare SCHD vs SPY →

About backtesting SCHD

This page shows the historical total return of Schwab US Dividend Equity ETF (SCHD) - its compound annual growth rate (CAGR), maximum drawdown, annualized volatility, and Sharpe ratio - with all dividends reinvested. Past performance does not guarantee future results. To test SCHD inside a full portfolio alongside other assets, with contributions and rebalancing, open it in the free backtester.