A precomputed answer for SCHD (SCHD) — real month-end prices, dividends reinvested, and the S&P 500 alongside it.
Data as of August 7, 2026
Your result
That's what $1,000 invested in SCHD on August 8, 2016 would be worth today.
August 8, 2016 to August 7, 2026 — 10.0 years.
The same money in the S&P 500 would be $4,177 today — $872 more than SCHD.
Dividends paid by SCHD are reinvested in the month they were paid.
Month-end closing prices, with dividends reinvested where the asset pays them. Excludes trading costs, spreads and taxes.
The worst stretch inside it was a -21.5% fall from a previous peak, bottoming out in 2020 — that is the loss you would have had to sit through to reach the number above. Its best complete calendar year was 2021 at +29.9%; its worst was 2018 at -5.6%. Reinvested dividends did 40.8% of the work: the share price alone returned +136.6%, and dividends carried the total to +230.6%. Over exactly the same months the S&P 500 returned +317.7%, so SCHD finished 87.2 percentage points behind.
All of it computed from the same month-end closes the chart above draws — a description of what happened, not a forecast.
Open SCHD in the interactive calculator to try a different amount, a different start date, or monthly contributions instead of a lump sum.
This calculator shows what actually happened to a real price series — nothing more. Past performance is not a guide to future returns, and picking the winners in hindsight is easy in a way that picking them in advance is not. Prices exclude trading costs, spreads, currency conversion and taxes, all of which reduce real-world returns. Nothing here is investment advice; do your own research or speak to a regulated adviser before investing.
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