SCHD (Schwab U.S. Dividend Equity ETF) — over the past 10 years it returned about 13.2% annualized on a total-return basis, yields roughly 2.99%, 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 $38,902 today.
Sortino
1.06
Volatility
16.4%
$10k → today
$38,902
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 | 13.2% | 14.4% |
| Volatility | 16.4% | 17.6% |
| Sharpe | 0.84 | 0.85 |
| Sortino | 1.06 | 1.04 |
| Max drawdown | -33.4% | -33.7% |
| Dividend yield | 2.99% | 1.00% |