SCHD vs SPY14-Year Performance Comparison

Dividend Growth vs S&P 500 — backtested 20112024

SPY wins$60,195 vs $55,862 on $10,000 over 14 years
SCHDDividend Growth
Final value$55,862
CAGR+13.1%
Max drawdown-5.9%
Best year+33% (2013)
Years won6 of 14
SPYS&P 500
Final value$60,195
CAGR+13.7%
Max drawdown-18.2%
Best year+32% (2013)
Years won8 of 14

Growth of $10,000

20112024
SCHDSPY
$35k$62k201120142017202020232024
SCHD$55,862
SPY$60,195
50/50 mix$58,467

50/50 blend: $58,467 (+13.4%/yr CAGR)

Splitting equally between SCHD and SPY would have landed between the two — slightly lower CAGR than SPY but less volatility. Try a custom split →

Year-by-year: SCHD vs SPY

YearSCHDSPYWinner
2024+25.3%+23.3%SCHD
2023+6.8%+26.3%SPY
2022-3.2%-18.2%SCHD
2021+29.5%+28.7%SCHD
2020+11.6%+18.4%SPY
2019+28.4%+31.5%SPY
2018-5.9%-4.4%SPY
2017+20.1%+21.8%SPY
2016+18.8%+12.0%SCHD
2015+0.3%+1.4%SPY
2014+14.7%+13.7%SCHD
2013+33.0%+32.4%SCHD
2012+14.1%+16.0%SPY
2011-0.5%+2.1%SPY

More comparisons

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Past performance does not guarantee future results.