SCHD vs XLE — 14-Year Performance Comparison
Dividend Growth vs Energy — backtested 2011–2024
SCHD wins$55,862 vs $23,345 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
XLEEnergy
Final value$23,345
CAGR+6.2%
Max drawdown-42.8%
Best year+64% (2022)
Years won4 of 14
Growth of $10,000
2011–2024SCHDXLE
SCHD$55,862
XLE$23,345
50/50 mix$39,882
50/50 blend: $39,882 (+10.4%/yr CAGR)
Splitting equally between SCHD and XLE would have landed between the two — slightly lower CAGR than SCHD but less volatility. Try a custom split →
Year-by-year: SCHD vs XLE
| Year | SCHD | XLE | Winner |
|---|---|---|---|
| 2024 | +25.3% | +5.4% | SCHD |
| 2023 | +6.8% | +2.2% | SCHD |
| 2022 | -3.2% | +64.2% | XLE |
| 2021 | +29.5% | +53.4% | XLE |
| 2020 | +11.6% | -31.8% | SCHD |
| 2019 | +28.4% | +11.8% | SCHD |
| 2018 | -5.9% | -18.2% | SCHD |
| 2017 | +20.1% | -1.0% | SCHD |
| 2016 | +18.8% | +27.4% | XLE |
| 2015 | +0.3% | -21.1% | SCHD |
| 2014 | +14.7% | -7.8% | SCHD |
| 2013 | +33.0% | +25.1% | SCHD |
| 2012 | +14.1% | +4.6% | SCHD |
| 2011 | -0.5% | +14.9% | XLE |
More comparisons
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