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 | $216.65 | $14.28 |
| Initial Shares | 46.16 | 700.28 |
| Total Dividends | $2,952 | $6,241 |
| Last Dividend | $1.797 | $0.2525 |
| Estimated Divs | $97 / quarter | $246 / quarter |
| Yield-on-Cost | 3.32% | 7.07% |
| End Shares | 53.85 (+7.69) | 975.19 (+274.91) |
| Last Shares Price | $738.93 | $33.29 |
| Total End Value | $39,790 | $32,464 |
| Total Return | +297.9% | +224.6% |
| Comparison start date: Jul 24, 2016 | ||
Dividend Payments & Dividend Yield Curve
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Dividend History Tables
SPY Dividends Info:
SPY Dividend History: Dates, Payments & Yield list
Below is a schedule of all SPY dividend payments, ex-dates, share price on the day of the payment as well as TTM & forward yield
| Ex-Date | Payment Date | Amount | TTM Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 06/18/2026 | 07/31/2026 | $1.904 | 1.01% | 0% | $0.00 |
| 03/20/2026 | 04/30/2026 | $1.797 | 1.14% | 1% | $718.66 |
| 12/19/2025 | 01/30/2026 | $1.993 | 1.07% | 1.15% | $691.97 |
| 09/19/2025 | 10/31/2025 | $1.831 | 1.09% | 1.07% | $682.06 |
| 06/20/2025 | 07/31/2025 | $1.761 | 1.21% | 1.11% | $632.08 |
| 03/21/2025 | 04/30/2025 | $1.696 | 1.27% | 1.22% | $554.54 |
| 12/20/2024 | 01/31/2025 | $1.966 | 1.2% | 1.31% | $601.82 |
| 09/20/2024 | 10/31/2024 | $1.746 | 1.23% | 1.23% | $568.64 |
| 06/21/2024 | 07/31/2024 | $1.759 | 1.26% | 1.28% | $550.81 |
| 03/15/2024 | 04/30/2024 | $1.595 | 1.32% | 1.27% | $501.98 |
| 12/15/2023 | 01/31/2024 | $1.906 | 1.41% | 1.58% | $482.88 |
| 09/15/2023 | 10/31/2023 | $1.583 | 1.47% | 1.51% | $418.20 |
| 06/16/2023 | 07/31/2023 | $1.638 | 1.48% | 1.43% | $457.79 |
| 03/17/2023 | 04/28/2023 | $1.506 | 1.25% | 1.45% | $415.93 |
| 12/16/2022 | 01/31/2023 | $1.781 | 1.65% | 1.75% | $406.48 |
| 09/16/2022 | 10/31/2022 | $1.596 | 1.6% | 1.65% | $386.21 |
| 06/17/2022 | 07/29/2022 | $1.577 | 1.64% | 1.53% | $411.99 |
| 03/18/2022 | 04/29/2022 | $1.366 | 1.31% | 1.33% | $412.00 |
| 12/17/2021 | 01/31/2022 | $1.633 | 1.24% | 1.45% | $449.91 |
| 09/17/2021 | 10/29/2021 | $1.428 | 1.28% | 1.24% | $459.25 |
| 06/18/2021 | 07/30/2021 | $1.376 | 1.34% | 1.26% | $438.51 |
| 03/19/2021 | 04/30/2021 | $1.278 | 1.43% | 1.22% | $417.30 |
| 12/18/2020 | 01/29/2021 | $1.580 | 1.54% | 1.71% | $370.07 |
| 09/18/2020 | 10/30/2020 | $1.339 | 1.72% | 1.64% | $326.54 |
| 06/19/2020 | 07/31/2020 | $1.366 | 1.86% | 1.67% | $326.52 |
| 03/20/2020 | 04/30/2020 | $1.406 | 2.53% | 1.94% | $290.48 |
| 12/20/2019 | 01/31/2020 | $1.570 | 1.75% | 1.95% | $321.73 |
| 09/20/2019 | 10/31/2019 | $1.384 | 1.84% | 1.82% | $303.33 |
| 06/21/2019 | 07/31/2019 | $1.432 | 1.84% | 1.93% | $297.43 |
| 03/15/2019 | 04/30/2019 | $1.233 | 1.86% | 1.68% | $294.02 |
| 12/21/2018 | 01/31/2019 | $1.435 | 2.12% | 2.13% | $269.93 |
| 09/21/2018 | 10/31/2018 | $1.323 | 1.72% | 1.95% | $270.63 |
| 06/15/2018 | 07/31/2018 | $1.246 | 1.78% | 1.77% | $281.33 |
| 03/16/2018 | 04/30/2018 | $1.097 | 1.77% | 1.66% | $264.51 |
| 12/15/2017 | 01/31/2018 | $1.351 | 1.8% | 1.92% | $281.90 |
| 09/15/2017 | 10/31/2017 | $1.235 | 1.92% | 1.92% | $257.15 |
| 06/16/2017 | 07/31/2017 | $1.183 | 1.91% | 1.92% | $246.77 |
| 03/17/2017 | 04/28/2017 | $1.033 | 1.91% | 1.74% | $238.08 |
| 12/16/2016 | 01/31/2017 | $1.329 | 2.02% | 2.34% | $227.53 |
| 09/16/2016 | 10/31/2016 | $1.082 | 2.07% | 2.04% | $212.55 |
| 06/17/2016 | 06/22/2016 | $1.078 | 2.12% | 2.07% | $208.10 |
| 03/18/2016 | 03/23/2016 | $1.050 | 2.12% | 2.07% | $203.21 |
| 12/18/2015 | 12/23/2015 | $1.212 | 2.1% | 2.35% | $206.02 |
| 09/18/2015 | 10/30/2015 | $1.033 | 2.11% | 1.99% | $207.93 |
| 06/19/2015 | 07/31/2015 | $1.030 | 1.91% | 1.96% | $210.50 |
| 03/20/2015 | 04/30/2015 | $0.931 | 1.87% | 1.79% | $208.46 |
| 12/19/2014 | 01/30/2015 | $1.135 | 1.86% | 2.28% | $199.45 |
| 09/19/2014 | 10/31/2014 | $0.939 | 1.83% | 1.86% | $201.66 |
| 06/20/2014 | 07/31/2014 | $0.937 | 1.83% | 1.94% | $193.09 |
| 03/21/2014 | 03/26/2014 | $0.825 | 1.87% | 1.78% | $184.97 |
| 12/20/2013 | 12/25/2013 | $0.980 | 1.85% | 2.13% | $183.86 |
| 09/20/2013 | 10/31/2013 | $0.838 | 1.99% | 1.91% | $175.79 |
| 06/21/2013 | 07/31/2013 | $0.839 | 2.1% | 1.99% | $168.71 |
| 03/15/2013 | 03/20/2013 | $0.694 | 2.04% | 1.78% | $155.69 |
| 12/21/2012 | 12/26/2012 | $1.022 | 2.17% | 2.88% | $141.75 |
| 09/21/2012 | 09/26/2012 | $0.779 | 1.95% | 2.17% | $143.29 |
| 06/15/2012 | 06/20/2012 | $0.688 | 2.01% | 2.03% | $135.48 |
| 03/16/2012 | 03/21/2012 | $0.614 | 1.88% | 1.75% | $140.21 |
| 12/16/2011 | 12/21/2011 | $0.770 | 2.12% | 2.48% | $124.17 |
| 09/16/2011 | 09/21/2011 | $0.625 | 2.02% | 2.14% | $116.63 |
| 06/17/2011 | 06/22/2011 | $0.628 | 1.92% | 1.95% | $128.67 |
| 03/18/2011 | 03/23/2011 | $0.553 | 1.83% | 1.71% | $129.66 |
| 12/17/2010 | 12/22/2010 | $0.653 | 1.82% | 2.08% | $125.78 |
| 09/17/2010 | 09/22/2010 | $0.602 | 1.96% | 2.12% | $113.42 |
| 06/18/2010 | 06/23/2010 | $0.531 | 1.89% | 1.94% | $109.23 |
| 03/19/2010 | 03/24/2010 | $0.480 | 1.81% | 1.64% | $116.84 |
| 12/18/2009 | 12/23/2009 | $0.590 | 1.98% | 2.11% | $111.95 |
| 09/18/2009 | 09/23/2009 | $0.508 | 2.16% | 1.91% | $106.18 |
| 06/19/2009 | 06/24/2009 | $0.518 | 2.7% | 2.3% | $90.12 |
| 03/20/2009 | 03/25/2009 | $0.561 | 3.44% | 2.76% | $81.45 |
| 12/19/2008 | 12/24/2008 | $0.719 | 3.09% | 3.32% | $86.66 |
| 09/19/2008 | 09/24/2008 | $0.691 | 2.24% | 2.32% | $118.93 |
| 06/20/2008 | 06/25/2008 | $0.669 | 2.13% | 2.03% | $131.81 |
| 03/20/2008 | 03/24/2008 | $0.642 | 2.11% | 1.91% | $134.72 |
| 12/21/2007 | 12/26/2007 | $0.775 | 1.82% | 2.07% | $149.55 |
| 09/21/2007 | 09/26/2007 | $0.719 | 1.79% | 1.89% | $152.19 |
| 06/15/2007 | 06/20/2007 | $0.656 | 1.68% | 1.74% | $151.14 |
| 03/16/2007 | 03/21/2007 | $0.551 | 1.79% | 1.54% | $143.29 |
| 12/15/2006 | 12/20/2006 | $0.793 | 1.72% | 2.23% | $142.14 |
| 09/15/2006 | 09/20/2006 | $0.579 | 1.76% | 1.75% | $132.51 |
| 06/16/2006 | 06/21/2006 | $0.555 | 1.82% | 1.78% | $125.01 |
| 03/17/2006 | 03/22/2006 | $0.519 | 1.69% | 1.59% | $130.38 |
| 12/16/2005 | 12/21/2005 | $0.672 | 1.7% | 2.13% | $126.03 |
| 09/16/2005 | 09/21/2005 | $0.522 | 1.66% | 1.73% | $120.91 |
| 06/17/2005 | 06/22/2005 | $0.488 | 1.54% | 1.61% | $121.57 |
| 03/18/2005 | 03/23/2005 | $0.467 | 1.56% | 1.6% | $117.00 |
| 12/17/2004 | 12/22/2004 | $0.568 | 1.51% | 1.88% | $120.68 |
| 11/15/2004 | 11/17/2004 | $0.351 | 1.37% | 1.18% | $118.58 |
| 09/17/2004 | 09/22/2004 | $0.469 | 1.59% | 1.68% | $111.55 |
| 06/18/2004 | 06/23/2004 | $0.414 | 1.52% | 1.44% | $114.75 |
| 03/19/2004 | 03/24/2004 | $0.395 | 1.5% | 1.44% | $109.55 |
| 12/19/2003 | 12/24/2003 | $0.516 | 1.5% | 1.88% | $109.62 |
| 09/19/2003 | 09/24/2003 | $0.400 | 1.5% | 1.58% | $101.11 |
| 06/20/2003 | 06/25/2003 | $0.360 | 1.54% | 1.48% | $97.53 |
| 03/21/2003 | 03/26/2003 | $0.354 | 1.7% | 1.63% | $87.08 |
| 12/20/2002 | 12/25/2002 | $0.436 | 1.66% | 1.95% | $89.39 |
| 09/20/2002 | 09/25/2002 | $0.378 | 1.73% | 1.79% | $84.35 |
| 06/21/2002 | 06/26/2002 | $0.353 | 1.46% | 1.44% | $97.72 |
| 03/15/2002 | 03/20/2002 | $0.331 | 1.23% | 1.15% | $115.24 |
| 12/21/2001 | 12/26/2001 | $0.393 | 1.24% | 1.36% | $115.36 |
| 09/21/2001 | 09/26/2001 | $0.369 | 1.48% | 1.46% | $101.39 |
| 06/15/2001 | 06/20/2001 | $0.346 | 1.19% | 1.13% | $122.43 |
| 03/16/2001 | 03/21/2001 | $0.316 | 1.26% | 1.13% | $112.26 |
| 12/15/2000 | 12/20/2000 | $0.411 | 1.15% | 1.3% | $126.25 |
| 09/15/2000 | 09/20/2000 | $0.375 | 0.99% | 1.04% | $144.89 |
| 06/16/2000 | 06/21/2000 | $0.348 | 0.98% | 0.94% | $147.88 |
| 03/17/2000 | 03/22/2000 | $0.371 | 1.02% | 0.99% | $150.09 |
| 12/17/1999 | 12/22/1999 | $0.348 | 1.01% | 0.97% | $144.19 |
| 09/17/1999 | 09/22/1999 | $0.372 | 1.11% | 1.14% | $130.61 |
| 06/18/1999 | 06/23/1999 | $0.405 | 1.1% | 1.22% | $133.03 |
| 03/19/1999 | 03/24/1999 | $0.320 | 1.1% | 1.01% | $126.91 |
| 12/18/1998 | 12/23/1998 | $0.392 | 1.19% | 1.27% | $123.22 |
| 09/18/1998 | 09/23/1998 | $0.359 | 1.38% | 1.34% | $107.00 |
| 06/19/1998 | 06/24/1998 | $0.352 | 1.27% | 1.24% | $113.41 |
| 03/20/1998 | 03/25/1998 | $0.313 | 1.27% | 1.14% | $110.16 |
| 12/19/1997 | 12/24/1997 | $0.380 | 1.45% | 1.63% | $93.41 |
| 09/19/1997 | 09/24/1997 | $0.348 | 1.44% | 1.48% | $94.34 |
| 06/20/1997 | 06/25/1997 | $0.350 | 1.53% | 1.57% | $89.00 |
| 03/21/1997 | 03/26/1997 | $0.299 | 1.75% | 1.51% | $79.09 |
| 12/20/1996 | 12/25/1996 | $0.367 | 1.81% | 1.94% | $75.78 |
| 09/20/1996 | 09/25/1996 | $0.352 | 2% | 2.05% | $68.66 |
| 06/21/1996 | 06/26/1996 | $0.351 | 1.99% | 2.11% | $66.41 |
| 03/15/1996 | 03/20/1996 | $0.285 | 2.02% | 1.75% | $65.14 |
| 12/15/1995 | 12/20/1995 | $0.382 | 2.07% | 2.52% | $60.67 |
| 09/15/1995 | 09/20/1995 | $0.312 | 2.15% | 2.12% | $58.78 |
| 06/16/1995 | 06/21/1995 | $0.316 | 2.29% | 2.32% | $54.41 |
| 03/17/1995 | 03/22/1995 | $0.268 | 2.47% | 2.17% | $49.48 |
| 12/16/1994 | 12/21/1994 | $0.363 | 2.68% | 3.15% | $46.16 |
| 09/16/1994 | 09/21/1994 | $0.288 | 2.51% | 2.5% | $46.17 |
| 06/17/1994 | 06/22/1994 | $0.305 | 2.57% | 2.69% | $45.27 |
| 03/18/1994 | 03/23/1994 | $0.271 | 2.54% | 2.31% | $46.94 |
| 12/17/1993 | 12/22/1993 | $0.317 | 2.44% | 2.71% | $46.78 |
| 09/17/1993 | 09/22/1993 | $0.286 | 1.78% | 2.51% | $45.66 |
| 06/18/1993 | 06/23/1993 | $0.318 | 1.19% | 2.88% | $44.22 |
| 03/19/1993 | 03/24/1993 | $0.213 | 0.47% | 1.9% | $44.88 |
Projected Future Values & Dividends for SPY & SCHD
Based on past 10 years performance, SPY had share price CAGR of +13.10%, and dividend CAGR of +5.79%.
During same period SCHD had share price CAGR of +8.89%, and dividend CAGR of +9.09%.
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 | $738.93 | $33.29 |
| Start Shares | 13.53 | 300.39 |
| After 10 years: | SPY | SCHD |
| Final Share Count | 14.56 | 407.44 |
| Dividends Payment | $3.15 | $0.60 |
| Annual Dividends | $184 | $982 |
| Share Price | $2,529.85 | $77.99 |
| Total Dividends | $1,326 | $5,506 |
| Final Value | $36,840 | $31,776 |
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
State Street SPDR S&P 500 ETF (SPY) had its IPO on 1993-01-22, and is trader on AMEX stock exchange.
About SPY:
SPY is the best-recognized and oldest US listed ETF and typically tops rankings for largest AUM and greatest trading volume. The fund tracks the massively popular US index, the S&P 500. Few realize that S&P's index committee chooses 500 securities to represent the US large-cap space - not necessarily the 500 largest by market cap, which can lead to some omissions of single names. Still, the index offers outstanding exposure to the US large-cap space. It's important to note, SPY is a unit investment trust, an older but entirely viable structure. As a UIT, SPY must fully replicate its index (it probably would anyway) and forgo the small risk and reward of securities lending. It also can`t reinvest portfolio dividends between distributions, the resulting cash drag will slightly hurt performance in up markets and help in downtrends. SPY is a favored vanilla trading vehicle.
SPY website: https://www.ssga.com/us/en/intermediary/etfs/state-street-spdr-sp-500-etf-trust-spy
.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:
This fund aims to closely emulate the overall financial performance of the Dow Jones U.S. Dividend 100 Index, accounting for no management fees or other operational expenses.
SCHD website: https://www.schwabassetmanagement.com/products/SCHD
.