TLT vs SCHD14-Year Performance Comparison

Long-Term Treasuries vs Dividend Growth — backtested 20112024

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

Growth of $10,000

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

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

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

Year-by-year: TLT vs SCHD

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

More comparisons

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Past performance does not guarantee future results.