SCHD
Schwab U.S. Dividend Equity ETF
ETF
$33.01−0.20 (−0.60%)Close Sep 28, 2026
SCHD returned 13.20% a year from Oct 2011 to Sep 2026, turning $10,000 into $63,736. It fell 33.37% from Jan 2020 to Mar 2020, and it took 7 months to get back to its high.
Oct 20, 2011 – Sep 28, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $63,736 | 13.20% | −33.37% | 0.89 |
| $10,000 became | $63,736 |
|---|---|
| CAGR | 13.20% |
| Max drawdown | −33.37% |
| Sharpe ratio | 0.89 |
Loading the growth chart…
Growth of $10,000
- SCHD
Trailing returns
| Period | SCHD |
|---|---|
| 1M | −4.66% |
| 3M | +3.69% |
| 6M | +10.18% |
| YTD | +23.30% |
| 1Y | +25.57% |
| 3Y | +15.88% |
| 5Y | +9.55% |
| 10Y | +12.63% |
| Since 2011 | +13.20% |
Metrics
| Return | SCHD |
|---|---|
| Final balance | $63,736 |
| Total return | 537.36% |
| CAGR | 13.20% |
| Calendar years | SCHD |
| Best year | 32.88% |
| Worst year | −5.56% |
| Positive years | 11 of 14 |
| Risk | SCHD |
| Max drawdown | −33.37% |
| Longest drawdown | 2 years |
| Volatility (annualized) | 15.35% |
| Risk-adjusted | SCHD |
| Sharpe ratio | 0.89 |
| Sortino ratio | 1.27 |
| Calmar ratio | 0.40 |
| Return | SCHD |
|---|---|
| Final balance | $63,736 |
| Total return | 537.36% |
| CAGR | 13.20% |
| Calendar years | SCHD |
| Best year | 32.88% |
| Worst year | −5.56% |
| Positive years | 11 of 14 |
| Risk | SCHD |
|---|---|
| Max drawdown | −33.37% |
| Longest drawdown | 2 years |
| Volatility (annualized) | 15.35% |
| Risk-adjusted | SCHD |
| Sharpe ratio | 0.89 |
| Sortino ratio | 1.27 |
| Calmar ratio | 0.40 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −33.4% | Jan 2020 | Mar 2020 | Sep 2020 |
| −17.1% | Sep 2018 | Dec 2018 | Apr 2019 |
| −16.8% | Jan 2022 | Sep 2022 | Dec 2023 |
| −16.1% | Nov 2024 | Apr 2025 | Jan 2026 |
| −13.9% | Mar 2015 | Aug 2015 | Mar 2016 |
Annual returns
| Year | SCHD |
|---|---|
| 2011from Oct 20 | +5.31% |
| 2012 | +11.39% |
| 2013 | +32.88% |
| 2014 | +11.68% |
| 2015 | −0.30% |
| 2016 | +16.45% |
| 2017 | +20.85% |
| 2018 | −5.56% |
| 2019 | +27.29% |
| 2020 | +15.03% |
| 2021 | +29.88% |
| 2022 | −3.26% |
| 2023 | +4.54% |
| 2024 | +11.66% |
| 2025 | +4.34% |
| 2026to Sep 28 | +23.30% |