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Schwab US Dividend Equity ETF (SCHD): return calculator

SCHD holds US companies with a long dividend track record — one of the most popular dividend ETFs.

US$31.86Latest price · Jun 2026 close

Updated

Type
ETFs
Market
NYSE Arca
Currency
USD
Sector
indice
Data range
2016-07 – 2026-06 · 10 years
Source
Yahoo Finance

US$1,000 invested 9 years ago would be worth today

US$2,873

+187.3% total return

Try your own values in the calculators below.

Return calculator

Pick an amount and a period to see what an investment in Schwab US Dividend Equity ETF (SCHD) would be worth today. By default we include reinvested dividends (total return).

Lump sum

What a one-off investment would be worth today.

Value today
US$1,510
Total return
+51%
Annualised return
+8.6%

Monthly investing (DCA)

What investing the same amount every month would be worth.

Value today
US$8,127
Profit
US$2,027
Total invested
US$6,100

Estimate before taxes, fees and currency-conversion costs. Past performance does not guarantee future returns.

Investment growth

US$1,000US$3,108
Growth of US$1,000 invested — 2016-07 to 2026-06.

Performance

Annualised return
+12.12%
Best year (2021)
+30%
Worst year (2018)
-6%
Largest drop
-21.7%

Data for the last 10 years · 2016-072026-06

Comparison with the market

US$1,000 invested vs S&P 500 ETF (SPY):

Schwab US Dividend Equity ETF (SCHD)
US$3,108
S&P 500 ETF (SPY)
US$3,861

Schwab US Dividend Equity ETF (SCHD) trailed S&P 500 ETF (SPY) over this period.

Risk & drawdowns

The largest peak-to-trough drop in the window was -21.7%. An investor who bought near the prior peak would have seen the investment fall significantly before recovering.

Scenarios

Illustrative results based on the available data.

  • US$1,000 5 years ago

    US$1,510

    lump sum, +50.97423015761544% return

  • US$100/mo for 5 years

    US$8,127

    invested US$6,100

  • If it repeats +12.12%/yr for 10 years

    US$3,139

    projection from US$1,000 (hypothetical)

About Schwab US Dividend Equity ETF (SCHD)

The Schwab US Dividend Equity ETF (SCHD) tracks the Dow Jones U.S. Dividend 100 index, which selects around 100 US companies with a long history of paying dividends and with solid financial metrics. Unlike a total-market ETF, it gives more weight to quality, income-generating companies in sectors such as consumer goods, health care and industrials, and less to big technology.

It is one of the most popular dividend ETFs among investors and has a very low management fee (TER) of around 0.06% per year. It distributes dividends to investors (it is not accumulating). In October 2024 it carried out a 3-for-1 stock split, which divided the price by three without changing the value of the investment.

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Frequently asked questions

How much did Schwab US Dividend Equity ETF (SCHD) return over the last 10 years?
+210.8% in total, or about +12.12% per year, on a total-return basis (dividends reinvested), between 2016-07 and 2026-06.
Do these calculations include dividends?
By default yes (total return). Turn off "include dividends" to see price-only appreciation.
Do they include taxes or fees?
No. These are estimates before taxes, broker fees and currency-conversion costs.
What currency are the values in?
USD. A euro-based investor also carries EUR/USD currency risk, not reflected here.
Does past performance predict the future?
No. Past performance does not guarantee future returns; this is educational information, not advice.

Sources & methodology

Prices: Yahoo Finance. Monthly series, total return (dividends reinvested). Data through 2026-06.

Total return assumes dividends are reinvested; you can turn that off to see price-only appreciation. Values are estimates before taxes, fees and currency-conversion costs.

Page generated and reviewed by the Calculadora Capital editorial team. Last updated 2026-06.