SCHD vs TLT14-Year Performance Comparison

Dividend Growth vs Long-Term Treasuries — backtested 20112024

SCHD wins$55,862 vs $13,525 on $10,000 over 14 years
SCHDDividend Growth
Final value$55,862
CAGR+13.1%
Max drawdown-5.9%
Best year+33% (2013)
Years won10 of 14
TLTLong-Term Treasuries
Final value$13,525
CAGR+2.2%
Max drawdown-38.0%
Best year+34% (2011)
Years won4 of 14

Growth of $10,000

20112024
SCHDTLT
$33k$58k201120142017202020232024
SCHD$55,862
TLT$13,525
50/50 mix$29,824

50/50 blend: $29,824 (+8.1%/yr CAGR)

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

Year-by-year: SCHD vs TLT

YearSCHDTLTWinner
2024+25.3%-8.1%SCHD
2023+6.8%+2.8%SCHD
2022-3.2%-31.2%SCHD
2021+29.5%-4.6%SCHD
2020+11.6%+18.1%TLT
2019+28.4%+14.1%SCHD
2018-5.9%-1.6%TLT
2017+20.1%+9.2%SCHD
2016+18.8%+1.2%SCHD
2015+0.3%-1.8%SCHD
2014+14.7%+27.3%TLT
2013+33.0%-13.4%SCHD
2012+14.1%+2.6%SCHD
2011-0.5%+34.0%TLT

More comparisons

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Past performance does not guarantee future results.