Dividend EFTs Performance Guide: Compare Returns of S&P 500 and Schwab US Dividend Equity ETF (SCHD)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and SCHD | ||
|---|---|---|
| S&P 500 | SCHD | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $27.30 |
| End Date | Jul-01-2024 | Jul-05-2024 |
| End Price | $5,475.09 | $77.01 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Sep-30-2015 |
| Min Price | $2,503.97 | $27.06 |
| Max Date | Jul-01-2024 | Mar-28-2024 |
| Max Price | $5,475.09 | $79.78 |
| Total Return | 112.06% | 182.04% |
| Annualized Return | 7.74% | 10.83% |
| Current Value of $1,000 Purchase | $2,121 | $2,820 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 55.10% |
| Minimum Return | -25.54% | -21.54% |
| Maximum Return | 118.66% | 194.88% |
| Number Profitable Returns | 6,509 | 6,803 |
| Percent Profitable Returns | 89.66% | 93.71% |
| Number Unprofitable Returns | 751 | 457 |
| Percent Unprofitable Returns | 10.34% | 6.29% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 14.89 |
SCHD Performance Table and Chart
SCHD Dividend Chart
SCHD Dollar-cost Average
SCHD Trendline Chart
SCHD Moving Average Chart
SCHD Stock Return Map - See Patterns of Gains and Losses
SCHD Stock Returns/Purchase Dates