XLV vs SCHD — 14-Year Performance Comparison
Health Care vs Dividend Growth — backtested 2011–2024
SCHD wins$55,862 vs $54,923 on $10,000 over 14 years
XLVHealth Care
Final value$54,923
CAGR+12.9%
Max drawdown-2.7%
Best year+41% (2013)
Years won9 of 14
SCHDDividend Growth
Final value$55,862
CAGR+13.1%
Max drawdown-5.9%
Best year+33% (2013)
Years won5 of 14
Growth of $10,000
2011–2024XLVSCHD
XLV$54,923
SCHD$55,862
50/50 mix$56,290
50/50 blend: $56,290 (+13.1%/yr CAGR)
Splitting equally between XLV and SCHD would have outperformed both individually — diversification smoothed the ride. Try a custom split →
Year-by-year: XLV vs SCHD
| Year | XLV | SCHD | Winner |
|---|---|---|---|
| 2024 | +2.6% | +25.3% | SCHD |
| 2023 | +2.1% | +6.8% | SCHD |
| 2022 | -2.1% | -3.2% | XLV |
| 2021 | +26.1% | +29.5% | SCHD |
| 2020 | +13.4% | +11.6% | XLV |
| 2019 | +20.8% | +28.4% | SCHD |
| 2018 | +6.5% | -5.9% | XLV |
| 2017 | +22.1% | +20.1% | XLV |
| 2016 | -2.7% | +18.8% | SCHD |
| 2015 | +6.9% | +0.3% | XLV |
| 2014 | +25.3% | +14.7% | XLV |
| 2013 | +41.4% | +33.0% | XLV |
| 2012 | +17.4% | +14.1% | XLV |
| 2011 | +10.2% | -0.5% | XLV |
More comparisons
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