SCHD has returned 13.8% per year over the past 10 years on a total-return basis with dividends reinvested, turning $10,000 into about $36,300. Its low 0.06% fee is deducted from that return. Its price-only return was lower, near 10.0%, because reinvested distributions do much of the compounding.
- Total returns assume dividends reinvested at each ex-date
- net of the 0.06% expense ratio
- Total holdings
- 102
- Top 10 weight
- 41.3%
- Sectors
- 9
- Largest position
- 4.60%
- Median mkt cap
- $173B
Growth of $10,000
If you had invested $10,000 and reinvested every dividend
Performance & returns
annualized for periods over 1 year
| Period | Price return | Total return | vs S&P 500 |
|---|---|---|---|
| YTD | +29.6% | +32.8% | +21.24% |
| 1 year | +34.3% | +39.0% | +27.35% |
| 3 year | +14.9% | +19.2% | -2.46% |
| 5 year | +6.3% | +10.2% | -1.52% |
| 10 year | +10.0% | +13.8% | -1.77% |
| Since inception | +10.1% | +13.6% | — |
Risk & volatility
10-year
- Max drawdownpeak-to-trough decline-33.4%
- Sharpe ratiovs 3.5% risk-free0.61
- Best year2021+29.9%
- Worst year2018-5.6%
Calendar-year total returns
dividends reinvested
SCHD return calculator
Total return, reinvestedUses SCHD's 13.8% historical annual total return. Past performance does not predict future results.
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Get The Add-in - FreeSCHD frequently asked questions
SCHD has returned about 13.8% per year over the past 10 years on a total-return basis with dividends reinvested. Since its 2011 inception it has returned roughly 13.6% a year. That figure is after the fund's 0.06% expense ratio, which is deducted from returns.
Over the past 10 years it returned 13.8% a year against the S&P 500 (SPY)'s 15.5%, behind by 1.8 points a year. Over the past 5 years it returned 10.2% a year against the S&P 500 (SPY)'s 11.7%, behind by 1.5 points a year. Compare total returns over several windows rather than treating a single year as the verdict.
$10,000 invested in SCHD 10 years ago would be worth about $36,300 today with dividends reinvested, versus roughly $42,368 in the S&P 500 (SPY) over the same period. Your exact result depends on the entry date, but the growth-of-$10,000 chart above shows the full path including drawdowns along the way.
Price return counts only the change in share price; total return adds reinvested dividends. Over 10 years SCHD's total return of about 13.8% annually is higher than its price-only return of roughly 10.0%, because reinvested distributions compound over time. Total return is the number that reflects what an investor actually earned, which is why it is shown as the headline figure on this page.