If You Invested $10,000.00 in Schwab U.S. Dividend Equity ETF in 2015

Schwab U.S. Dividend Equity ETF (SCHD)

If you had invested $10,000 in Schwab U.S. Dividend Equity ETF in 2015, it would be worth about $23,653.70 today. That equals roughly +136.5% over the period, or around 7.9% annually. In practical terms, this was a strong period on past data—not a guide to the next window.

Value today

$23,653.70

+136.5% total return over 11 years

What this means

  • Same methodology as other “if you invested” pages—good for side-by-side checks.
  • Use the chart to see when losses showed up before the finish line.
  • Largest peak-to-trough dip in this window ≈ 33.4% (historical; not a ceiling on future risk).

Want to try a different amount or time period?

Use the Schwab U.S. Dividend Equity ETF Investment Calculator to test other lump sum or monthly investment scenarios.

Open Schwab U.S. Dividend Equity ETF Calculator

Investment results at a glance

Initial
$10,000.00
Final value
$23,653.70
Total return
136.5%
CAGR
7.9%
Max drawdown
-33.4%
Profit
$13,653.70
Multiple
2.37x
Annualized return
7.9%

Data through 2026-04-23.

Historical context

This page shows how a one-time investment in Schwab U.S. Dividend Equity ETF would have changed in value over the selected period using historical price data. It is designed to help illustrate past growth, drawdowns, and long-term return behavior, not to predict future performance. Equity returns can be influenced by earnings growth, valuation changes, dividends where available, buybacks, and broader market conditions.

What to explore next

Scenario growth over time

$5.0K$10K$15K$20K$25K2014-12-312026-04-23
Scenario growth over time

Performance insights

  • Total return was +136.5%
  • Average annual return (CAGR) was +7.9%
  • Worst drawdown was -33.4%
A $10,000.00 investment in Schwab U.S. Dividend Equity ETF grew more than 2× over 11 years.

Value over time

Year2017
Value$12,840.65
Annual return+17.4%
Year2018
Value$11,786.70
Annual return-8.2%
Year2019
Value$14,534.51
Annual return+23.3%
Year2020
Value$16,095.36
Annual return+10.7%
Year2021
Value$20,283.56
Annual return+26.0%
Year2022
Value$18,956.09
Annual return-6.5%
Year2023
Value$19,104.14
Annual return+0.8%
Year2024
Value$20,567.13
Annual return+7.7%
Year2025
Value$20,649.94
Annual return+0.4%
Year2026
Value$23,653.70
Annual return+14.5%

About Schwab U.S. Dividend Equity ETF

Historical performance and investment scenarios for Schwab U.S. Dividend Equity ETF. Data is for education and research only.

Start2014-12-31
End2026-04-23

What this shows

Results use the first available close in 2015 through 2026-04-23.

How this historical result is calculated

  • This page uses historical closing price data for Schwab U.S. Dividend Equity ETF over the selected period.
  • For lump-sum scenarios, the starting value is based on the selected investment amount and the historical price at the chosen start date.
  • Results do not include taxes, fees, spreads, slippage, or other transaction costs unless explicitly stated.
  • Corporate actions such as stock splits, and dividends where supported by the data source, may be reflected depending on asset type and data availability.
  • This tool is provided for educational and informational purposes only.

Results shown are nominal returns and do not account for inflation.

Past performance does not guarantee future results.

Final verdict

Treat it as a dated backtest for learning: helpful for seeing how one entry year behaved, not for inferring future wealth. Not advice.

FAQ

What does this page show?
It shows how a one-time historical investment would have changed in value over the selected period.
How is the final value calculated?
The result applies historical price change from the selected start date to the latest available date to the initial amount.
Does this include dividends?
Dividend and split adjustments may be reflected where supported by the data source and asset type.
Where does the data come from?
The page uses historical daily closing prices from third-party market data providers used across CalculatorInvest tools.
Is this financial advice?
No. This page is for educational and informational purposes only.