SCHD vs XLI14-Year Performance Comparison

Dividend Growth vs Industrials — backtested 20112024

SCHD wins$55,862 vs $48,338 on $10,000 over 14 years
SCHDDividend Growth
Final value$55,862
CAGR+13.1%
Max drawdown-5.9%
Best year+33% (2013)
Years won8 of 14
XLIIndustrials
Final value$48,338
CAGR+11.9%
Max drawdown-14.7%
Best year+41% (2013)
Years won6 of 14

Growth of $10,000

20112024
SCHDXLI
$33k$58k201120142017202020232024
SCHD$55,862
XLI$48,338
50/50 mix$52,192

50/50 blend: $52,192 (+12.5%/yr CAGR)

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

Year-by-year: SCHD vs XLI

YearSCHDXLIWinner
2024+25.3%+17.5%SCHD
2023+6.8%+18.0%XLI
2022-3.2%-5.9%SCHD
2021+29.5%+21.1%SCHD
2020+11.6%+11.5%SCHD
2019+28.4%+29.4%XLI
2018-5.9%-14.7%SCHD
2017+20.1%+21.0%XLI
2016+18.8%+18.9%XLI
2015+0.3%-2.5%SCHD
2014+14.7%+9.9%SCHD
2013+33.0%+40.7%XLI
2012+14.1%+15.3%XLI
2011-0.5%-0.6%SCHD

More comparisons

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Past performance does not guarantee future results.