SCHD Total Return Analyzer

Schwab U.S. Dividend Equity ETF — See your real returns after distributions and NAV changes. Real yield: 3.8% (headline: 3.4%).

Price:$30.61

Headline Yield:3.4%

Real Yield:3.8%

NAV Change (1Y):+9.5%

SCHD Total Return Analyzer

Investment Amount

Purchase Date

Reinvest?

Your REAL Return

+13.1%

+$1,310.52

Distributions Received

$377.58

4 payments

NAV Change

+9.3%

+$932.94

Current Value

$11.3K

357.65 shares @ $30.57

Yield Reality Check

Headline yield vs actual yield after NAV change

Headline

3.5%

→

Real

3.8%

Distributions vs NAV — SCHD

Blue = share value, green bars = cumulative distributions, green line = total value, dashed = original investment.

Annualized total return: +13.1% over 12 months