SCHD (Schwab U.S. Dividend Equity ETF) — over the past 10 years it returned about 12.9% annualized on a total-return basis, yields roughly 3.15%, and had a worst drawdown near -33.4%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $37,961 today.
Sortino
1.03
Volatility
16.6%
$10k → today
$37,961
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $0.68 | — |
| 2021 | $0.75 | 10.9% |
| 2022 | $0.85 | 13.9% |
| 2023 | $0.89 | 3.8% |
| 2024 | $1.00 | 12.3% |
| 2025 | $1.05 | 5.2% |
Risk & return vs the S&P 500
| Metric | SCHD | SPY |
|---|---|---|
| CAGR | 12.9% | 14.2% |
| Volatility | 16.6% | 17.9% |
| Sharpe | 0.82 | 0.83 |
| Sortino | 1.03 | 1.01 |
| Max drawdown | -33.4% | -33.7% |
| Dividend yield | 3.15% | 1.02% |