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SCHD Schwab U.s. Dividend Equity ETF

Over the last 15 years (2011-102026-07), $10,000 invested in SCHD with dividends reinvested grew to $63,68813.29% a year — with a worst peak-to-trough fall of -21.54%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-102026-07 · dividends reinvested

CAGR (annualized return)
13.29%
Volatility (annualized)
13.52%
Worst drawdown
-21.54%
Sharpe ratio
0.87

About SCHD

Schwab U.S. Dividend Equity ETF is an exchange-traded fund that seeks to track the total return of the Dow Jones U.S. Dividend 100 Index. The fund focuses on high dividend-yielding U.S. companies with a demonstrated history of consistent dividend payments and emphasizes issuers with strong fundamentals, assessed using financial ratios such as cash flow, return on equity, and dividend growth metrics. It typically holds a concentrated portfolio of large-cap and mid-cap equities across sectors including industrials, financials, healthcare, and consumer staples, reflecting the composition of its underlying index. Schwab U.S. Dividend Equity ETF is designed for investors seeking diversified exposure to dividend-focused U.S. equities within a single, rules-based vehicle, and it follows a passive management approach by investing at least 90% of its assets in securities included in its benchmark index. The fund is part of the Schwab ETFs family and operates within the large value category in the equity market.

Put SCHD to the test

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

SCHD — Schwab U.s. Dividend Equity ETF: returns, risk & backtest · Informed Portfolio