SPY vs SCHD14-Year Performance Comparison

S&P 500 vs Dividend Growth — backtested 20112024

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

Growth of $10,000

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

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

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

Year-by-year: SPY vs SCHD

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

More comparisons

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Past performance does not guarantee future results.