SPDR S&P 500 ETF Trust SPY | AMEX
Schwab U.S. Dividend Equity ETF SCHD | AMEX
10-year Total Returns with DRIP & Price Chart for SPY and SCHD
SPY vs SCHD Returns
10-year Performance: Total Return (with DRIP), Diviendeds & Portfolio Value:
| SPY | SCHD | |
|---|---|---|
| Initial Balance | $10,000 | $10,000 |
| Initial Price | $205.7 | $13.06 |
| Initial Shares | 48.61 | 765.7 |
| Total Dividends | $2,991 | $6,104 |
| Last Dividend | $1.96555 | $0.2488 |
| Estimated Divs | $113 / quarter | $264 / quarter |
| Yield-on-Cost | 3.82% | 7.62% |
| End Shares | 57.66 (+9.05) | 1061 (+295.3) |
| Last Shares Price | $560.97 | $27.87 |
| Total End Value | $32,347 | $29,570 |
| Total Return | +223.5% | +195.7% |
| Comparison start date: Apr 1, 2015 | ||
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Dividend Safety: Payout & Dividend to Free Cash Flow Ratios
Price charts for SPY and SCHD.
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Projected Future Values & Dividends for SPY & SCHD
Based on past 10 years performance, SPY had share price CAGR of +10.58%, and dividend CAGR of +6.18%.
During same period SCHD had share price CAGR of +7.90%, and dividend CAGR of +10.70%.
Using these CAGR metrics, we can estimate that your initial $10,000 investment from 10 years ago, with dividends being reinvested (DRIP), should grow and collect dividends as follows:
| SPY | SCHD | |
|---|---|---|
| Start Value | $10,000 | $10,000 |
| Start Share Price | $560.97 | $27.87 |
| Start Shares | 17.83 | 358.81 |
| After 10 years: | SPY | SCHD |
| Final Share Count | 20.05 | 535.20 |
| Dividends Payment | $3.58 | $0.69 |
| Annual Dividends | $287 | $1,472 |
| Share Price | $1,386.41 | $55.25 |
| Total Dividends | $1,993 | $7,378 |
| Final Value | $27,793 | $29,568 |
Estimate Dividend Snowball and total future returns for SPY and SCHD with our dividend (DRIP) calculator.
Above numbers are merely projections based on Dividend and Price CAGR for each stock, and should only be considered as 'potential future returns'! These numbers assume DRIP (reinvesting dividends).
We cannot guarantee that your actual returns will meet these metrics.
SPY ETF/Company Info
SPDR S&P 500 ETF Trust (SPY) had its IPO on 1993-01-29, and is trader on AMEX stock exchange.
About SPY:
The Trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index (the “Portfolio”), with the weight of each stock in the Portfolio substantially corresponding to the weight of such stock in the index.
SPY website: http://www.spdrs.com
.SCHD ETF/Company Info
Schwab U.S. Dividend Equity ETF (SCHD) had its IPO on 2011-10-20, and is trader on AMEX stock exchange.
About SCHD:
To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund invests at least 90% of its net assets in these stocks.
SCHD website: not available
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