SCHD vs XLV14-Year Performance Comparison

Dividend Growth vs Health Care — backtested 20112024

SCHD wins$55,862 vs $54,923 on $10,000 over 14 years
SCHDDividend Growth
Final value$55,862
CAGR+13.1%
Max drawdown-5.9%
Best year+33% (2013)
Years won5 of 14
XLVHealth Care
Final value$54,923
CAGR+12.9%
Max drawdown-2.7%
Best year+41% (2013)
Years won9 of 14

Growth of $10,000

20112024
SCHDXLV
$33k$58k201120142017202020232024
SCHD$55,862
XLV$54,923
50/50 mix$56,290

50/50 blend: $56,290 (+13.1%/yr CAGR)

Splitting equally between SCHD and XLV would have outperformed both individually — diversification smoothed the ride. Try a custom split →

Year-by-year: SCHD vs XLV

YearSCHDXLVWinner
2024+25.3%+2.6%SCHD
2023+6.8%+2.1%SCHD
2022-3.2%-2.1%XLV
2021+29.5%+26.1%SCHD
2020+11.6%+13.4%XLV
2019+28.4%+20.8%SCHD
2018-5.9%+6.5%XLV
2017+20.1%+22.1%XLV
2016+18.8%-2.7%SCHD
2015+0.3%+6.9%XLV
2014+14.7%+25.3%XLV
2013+33.0%+41.4%XLV
2012+14.1%+17.4%XLV
2011-0.5%+10.2%XLV

More comparisons

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Past performance does not guarantee future results.