Dividend EFTs Performance Guide: Compare Returns to S&P 500Schwab US Dividend Equity ETF (SCHD)

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
Start DateJul-01-2014Jul-31-2014
Start Price$2,581.86$27.30
End DateJul-01-2024Jul-19-2024
End Price$5,475.09$81.11
Number Monthly Prices121121
Min DateFeb-01-2016Sep-30-2015
Min Price$2,503.97$27.06
Max DateJul-01-2024Jul-19-2024
Max Price$5,475.09$81.11
Total Return112.06%197.06%
Annualized Return7.74%11.40%
Current Value of $1,000 Purchase$2,121$2,971
Number Returns7,2607,260
Average Return30.55%55.25%
Minimum Return-25.54%-21.54%
Maximum Return118.66%199.79%
Number Profitable Returns6,5096,806
Percent Profitable Returns89.66%93.75%
Number Unprofitable Returns751454
Percent Unprofitable Returns10.34%6.25%
Profitable to Unprofitable Returns Ratio8.6714.99

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SCHD Dollar-cost Average

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SCHD Stock Return Map - See Patterns of Gains and Losses

SCHD Stock Returns/Purchase Dates