What if you'd held SCHD?
A $1,000 investment in Schwab US Dividend Equity ETF (SCHD) at the month-end close of 2011-10 would be worth $6,583 at the close of 2026-08 — +558.3% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,150.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 2011
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2011 | $1,000 | — |
| 2012 | $1,113 | +11.3% |
| 2013 | $1,480 | +33.0% |
| 2014 | $1,653 | +11.7% |
| 2015 | $1,647 | -0.3% |
| 2016 | $1,918 | +16.4% |
| 2017 | $2,318 | +20.9% |
| 2018 | $2,189 | -5.6% |
| 2019 | $2,787 | +27.3% |
| 2020 | $3,205 | +15.0% |
| 2021 | $4,164 | +29.9% |
| 2022 | $4,029 | -3.2% |
| 2023 | $4,211 | +4.5% |
| 2024 | $4,702 | +11.7% |
| 2025 | $4,907 | +4.4% |
| 2026 | $6,380 | +30.0% |
Best and worst month-end to buy
The best single month-end close to have bought SCHD was 2011-10 ($5.33): $1,000 then is $6,583 today. The worst was 2026-08 ($35.09): $1,000 then is $1,000.
FAQ
What would $1,000 in SCHD be worth today?
A $1,000 investment in Schwab US Dividend Equity ETF (SCHD) at the start of 2011 would be worth about $6,583 today, a total return of +558.3%. Dividends are reinvested in these figures.
What were the best and worst years for SCHD?
Schwab US Dividend Equity ETF (SCHD)'s strongest calendar year since 2011 was 2013, a +33.0% return — $1,000 held through that year became about $1,330 by year-end. Its weakest year was 2018, at -5.6%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in SCHD have grown?
Investing $100 at the end of every month since 2011-10 would have grown to about $51,813 on $17,900 invested.
Did SCHD beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,150. SCHD beat the S&P 500 by +7.0% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
Schwab US Dividend Equity ETF (SCHD) historical total-return data from 2011-10 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.