UBS Group AG UBS | NYSE
$48.44
$0.00 | 0.00%
Market Cap:
$153.30 B
PE Ratio:
16.09
52-Week Range:
$36.3 - $55.99
10-year Total Return:
+326.7%
Dividend Yield (FWD):
1.14%
The Charles Schwab Corporation SCHW | NYSE
$91.72
$0.00 | 0.00%
Market Cap:
$159.98 B
PE Ratio:
15.65
52-Week Range:
$83.96 - $114.53
10-year Total Return:
+181.4%
Dividend Yield (FWD):
1.40%
10-year Total Returns with DRIP & Price Chart for UBS and SCHW
1Y
2Y
5Y
10Y
All
1Y
2Y
5Y
10Y
All
10-yr Total Returns UBS vs SCHW
| UBS | SCHW | |
|---|---|---|
| Initial Balance | $10,000 | $10,000 |
| Initial Price | $16.35 | $36.76 |
| Initial Shares | 611.62 | 272.03 |
| Total Dividends | $4,936 | $2,114 |
| Last Dividend | $0.55 | $0.32 |
| Estimated Divs | $484 / year | $98 / quarter |
| Yield-on-Cost | 3.36% | 3.48% |
| End Shares | 880.78 (+269.16) | 306.82 (+34.79) |
| Last Shares Price | $48.44 | $91.72 |
| Total End Value | $42,665 | $28,142 |
| Total Return | +326.7% | +181.4% |
| Comparison start date: Nov 12, 2016 | ||
UBS & SCHW Dividend Charts
UBS Dividend CAGR:1Y: -50.09%2Y: -22.00%5Y: 14.87%10Y: -2.23%
SCHW Dividend CAGR:1Y: 18.52%2Y: 13.14%5Y: 12.20%10Y: 16.41%
DRIPCalc Compare puts two stocks side by side: total return with DRIP, share price, dividend payments
and the dividend yield curve, earnings, cash flow, debt, margins and the other ratios we track for 1000s of stocks.
You can compare any two tickers here. The dividend charts are free to view, and so are the Revenue and
Earnings Per Share (EPS) charts wherever a company reports earnings. Every other chart on this page is
blurred until you start a 7-day free trial.
When you sign up for DRIPCalc PRO for just $14.25/mo $19/mo with a 7-day Free Trial and full access, every chart on this page unlocks, for any stock or ETF in our database.
Fundamentals: Revenue, Earnings, Cash Flow, EBITDA & Shares Outstanding:
UBS Revenue CAGR:1Y: 57.89%2Y: 28.23%5Y: 15.89%10Y: 10.06%
SCHW Revenue CAGR:1Y: 33.14%2Y: 11.64%5Y: 12.32%10Y: 15.65%
UBS EPS CAGR:1Y: 9.21%2Y: 38.93%5Y: 5.67%10Y: 13.69%
SCHW EPS CAGR:1Y: 28.57%2Y: 51.05%5Y: 15.16%10Y: 15.60%
UBS Net Income CAGR:1Y: 5.10%2Y: 35.44%5Y: 2.77%10Y: 11.80%
SCHW Net Income CAGR:1Y: 23.24%2Y: 43.66%5Y: 13.75%10Y: 19.17%
UBS EBITDA CAGR:1Y: 15.68%2Y: 21.28%5Y: 6.51%10Y: 8.07%
SCHW EBITDA CAGR:1Y: 22.44%2Y: 36.65%5Y: 11.13%10Y: 16.41%
UBS Free Cash Flow CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SCHW Free Cash Flow CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
UBS Free Cash Flow / Share CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SCHW Free Cash Flow / Share CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
UBS Shares Outstanding CAGR:1Y: -3.43%2Y: -2.72%5Y: -2.57%10Y: -1.84%
SCHW Shares Outstanding CAGR:1Y: -4.31%2Y: -2.79%5Y: -1.80%10Y: 2.65%
UBS Stock-Based Comp CAGR:1Y: N/A2Y: N/A5Y: -100.00%10Y: N/A
SCHW Stock-Based Comp CAGR:1Y: -100.00%2Y: -100.00%5Y: -100.00%10Y: -100.00%
UBS Expenses CAGR:1Y: -19.74%2Y: -3.14%5Y: 1.95%10Y: 2.41%
SCHW Expenses CAGR:1Y: 41.28%2Y: 23.78%5Y: 8.21%10Y: 12.77%
Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:
UBS Actual Revenue CAGR:1Y: 57.89%2Y: 28.23%5Y: 15.89%10Y: 10.06%
SCHW Actual Revenue CAGR:1Y: 33.14%2Y: 11.64%5Y: 12.32%10Y: 15.65%
UBS Actual EPS CAGR:1Y: 9.21%2Y: 38.93%5Y: 5.67%10Y: 13.69%
SCHW Actual EPS CAGR:1Y: 28.57%2Y: 51.05%5Y: 15.16%10Y: 15.60%
UBS Actual Net Income CAGR:1Y: 5.10%2Y: 35.44%5Y: 2.77%10Y: 11.80%
SCHW Actual Net Income CAGR:1Y: 23.24%2Y: 43.66%5Y: 13.75%10Y: 19.17%
UBS Actual EBITDA CAGR:1Y: 15.68%2Y: 21.28%5Y: 6.51%10Y: 8.07%
SCHW Actual EBITDA CAGR:1Y: 22.44%2Y: 36.65%5Y: 11.13%10Y: 16.41%
Ratios, Profit Margins & Return on Capital:
UBS Net Profit Margin CAGR:1Y: 50.49%2Y: 27.32%5Y: -4.44%10Y: 5.45%
SCHW Net Profit Margin CAGR:1Y: 6.24%2Y: 28.67%5Y: 1.28%10Y: 3.05%
UBS Gross Profit Margin CAGR:1Y: 55.54%2Y: -0.31%5Y: -0.12%10Y: -0.06%
SCHW Gross Profit Margin CAGR:1Y: 0.76%2Y: 8.94%5Y: 7.68%10Y: 4.60%
Combined Charts: Earnings, Cash Flow, Valuation, Cash & Debt:
Get the best Dividend Stock Research Tools:
Get 3 Months Free with Annual Plan
Get 3 Months Free with Annual Plan
PRO
$19/mo
$14.25/mo
7-day free trial
- Unlimited Portfolio Tracker
- Portfolio - Lots/Sales/Dividends
- Portfolio Auto-DRIP
- Trend Signals Dashboard
- Stock Fundamentals
- Compare Stocks Side-by-Side
- Revenue & EPS Estimates
- DCF Valuation Modeling
25% Lifetime Discount
Most Popular
PREMIUM
$32/mo
$24/mo
7-day free trial
- Everything in Pro
- YieldMax PNL Tracker
- YieldMax NAV Erosion Alerts
- YM ETFs Trend Signals
- 9/21 EMA Trend Signals
- Stocks Dashboard
25% Lifetime Discount
ULTRA
$64/mo
$48/mo
7-day free trial
- Everything in Premium
- 15min & 1hr Intraday Signals
- Group & weekly ETF estimates
- YouTuber Mode
- Trades summary + CSV export
- Priority data & support
25% Lifetime Discount
PRO
$171 ($14.25/mo)
$128.25/yr ($10.69/mo)
7-day free trial
- Unlimited Portfolio Tracker
- Portfolio - Lots/Sales/Dividends
- Portfolio Auto-DRIP
- Trend Signals Dashboard
- Stock Fundamentals
- Compare Stocks Side-by-Side
- Revenue & EPS Estimates
- DCF Valuation Modeling
Combined 44% Lifetime Discount
Most Popular
PREMIUM
$288 ($24/mo)
$216/yr ($18/mo)
7-day free trial
- Everything in Pro
- YieldMax PNL Tracker
- YieldMax NAV Erosion Alerts
- YM ETFs Trend Signals
- 9/21 EMA Trend Signals
- Stocks Dashboard
Combined 44% Lifetime Discount
ULTRA
$576 ($48/mo)
$432/yr ($36/mo)
7-day free trial
- Everything in Premium
- 15min & 1hr Intraday Signals
- Group & weekly ETF estimates
- YouTuber Mode
- Trades summary + CSV export
- Priority data & support
Combined 44% Lifetime Discount
Dividend History Tables
UBS Dividends Info:
Estimated Annual Dividend:
$0.55
Forward Yield:
1.14%
Ex-Dividend Date:
2026-04-22
Lifetime Dividends / Share:
$21.42
UBS Dividend History: Dates, Payments & Yield list
Below is a schedule of all UBS dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield
| Ex-Date | Payment Date | Amount | Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 04/22/2026 | 04/23/2026 | $0.550 | 1.3% | 1.34% | $41.04 |
| 04/21/2026 | 04/23/2026 | $1.102 | 2.55% | 2.69% | $41.04 |
| 04/15/2025 | 04/17/2025 | $0.904 | 3.13% | 3.24% | $27.94 |
| 04/16/2025 | 04/17/2025 | $0.900 | 3.24% | 3.22% | $27.94 |
| 04/30/2024 | 05/02/2024 | $0.700 | 2.61% | 2.61% | $26.82 |
| 04/12/2023 | 04/14/2023 | $0.275 | 1.29% | 1.26% | $21.91 |
| 04/12/2022 | 04/14/2022 | $0.499 | 2.8% | 2.83% | $17.61 |
| 04/13/2021 | 04/15/2021 | $0.370 | 2.36% | 2.33% | $15.86 |
| 11/24/2020 | 11/27/2020 | $0.366 | 2.48% | 2.51% | $14.55 |
| 05/05/2020 | 05/07/2020 | $0.365 | 3.78% | 3.73% | $9.79 |
| 05/06/2019 | 05/08/2019 | $0.689 | 5.49% | 5.62% | $12.27 |
| 05/08/2018 | 05/15/2018 | $0.650 | 4.07% | 4.07% | $15.98 |
| 05/07/2018 | 05/09/2018 | $0.648 | 4.05% | 3.99% | $16.22 |
| 05/08/2017 | 05/10/2017 | $0.607 | 3.56% | 3.59% | $16.93 |
| 05/12/2016 | 05/17/2016 | $0.875 | 5.83% | 6.06% | $14.43 |
| 09/18/2015 | 09/22/2015 | $0.260 | 1.35% | 1.38% | $18.79 |
| 05/11/2015 | 05/13/2015 | $0.537 | 2.53% | 2.55% | $21.07 |
| 05/12/2014 | 05/15/2014 | $0.282 | 1.38% | 1.41% | $19.95 |
| 05/06/2013 | 05/10/2013 | $0.160 | 0.9% | 0.88% | $18.21 |
| 05/07/2012 | 05/10/2012 | $0.108 | 0.87% | 0.88% | $12.28 |
| 04/19/2007 | 04/23/2007 | $1.826 | 2.94% | 2.85% | $64.00 |
| 04/20/2006 | 04/24/2006 | $2.516 | 4.43% | 4.37% | $57.56 |
| 04/22/2005 | 04/26/2005 | $1.649 | 4.04% | 4.07% | $40.53 |
| 04/16/2004 | 04/20/2004 | $1.302 | 3.61% | 3.68% | $35.37 |
| 04/17/2003 | 04/23/2003 | $1.455 | 6.04% | 5.92% | $24.59 |
| 07/08/2002 | 07/08/2002 | $1.342 | 5.41% | 5.41% | $24.79 |
| 07/16/2001 | 07/16/2001 | $0.051 | 0.22% | 0.22% | $22.69 |
| 10/03/2000 | 10/03/2000 | $0.432 | 1.88% | 1.88% | $22.97 |
SCHW Dividends Info:
Estimated Annual Dividend:
$1.28
Forward Yield:
1.4%
Ex-Dividend Date:
2026-11-13
Lifetime Dividends / Share:
$12.14
SCHW Dividend History: Dates, Payments & Yield list
Below is a schedule of all SCHW dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield
| Ex-Date | Payment Date | Amount | Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 11/13/2026 | 11/27/2026 | $0.320 | 1.41% | 0% | $0.00 |
| 08/14/2026 | 08/17/2026 | $0.320 | 1.15% | 1.16% | $110.58 |
| 05/08/2026 | 05/11/2026 | $0.320 | 1.44% | 1.46% | $87.83 |
| 02/13/2026 | 02/16/2026 | $0.320 | 1.37% | 1.34% | $95.20 |
| 11/14/2025 | 11/17/2025 | $0.270 | 1.14% | 1.18% | $91.91 |
| 08/08/2025 | 08/11/2025 | $0.270 | 1.11% | 1.11% | $97.63 |
| 05/09/2025 | 05/12/2025 | $0.270 | 1.28% | 1.27% | $85.37 |
| 02/14/2025 | 02/17/2025 | $0.270 | 1.34% | 1.36% | $79.53 |
| 11/08/2024 | 11/11/2024 | $0.250 | 1.35% | 1.28% | $77.85 |
| 08/09/2024 | 08/12/2024 | $0.250 | 1.6% | 1.62% | $61.77 |
| 05/09/2024 | 05/13/2024 | $0.250 | 1.33% | 1.34% | $74.70 |
| 02/08/2024 | 02/12/2024 | $0.250 | 1.6% | 1.55% | $64.50 |
| 11/09/2023 | 11/13/2023 | $0.250 | 1.85% | 1.85% | $53.96 |
| 08/10/2023 | 08/14/2023 | $0.250 | 1.55% | 1.62% | $61.78 |
| 05/11/2023 | 05/15/2023 | $0.250 | 2.1% | 1.96% | $50.94 |
| 02/09/2023 | 02/13/2023 | $0.250 | 1.26% | 1.24% | $80.42 |
| 11/09/2022 | 11/25/2022 | $0.220 | 1.12% | 1.08% | $81.61 |
| 08/11/2022 | 08/26/2022 | $0.220 | 1.21% | 1.22% | $71.89 |
| 05/12/2022 | 05/27/2022 | $0.200 | 1.23% | 1.13% | $70.59 |
| 02/10/2022 | 02/25/2022 | $0.200 | 0.86% | 0.93% | $85.75 |
| 11/10/2021 | 11/26/2021 | $0.180 | 0.89% | 0.91% | $79.15 |
| 08/12/2021 | 08/27/2021 | $0.180 | 0.95% | 0.95% | $75.84 |
| 05/13/2021 | 05/28/2021 | $0.180 | 1.02% | 0.97% | $73.85 |
| 02/11/2021 | 02/26/2021 | $0.180 | 1.29% | 1.17% | $61.72 |
| 11/12/2020 | 11/27/2020 | $0.180 | 1.61% | 1.45% | $49.70 |
| 08/06/2020 | 08/28/2020 | $0.180 | 2.17% | 1.98% | $36.28 |
| 05/07/2020 | 05/22/2020 | $0.180 | 2.05% | 2.19% | $32.83 |
| 02/13/2020 | 02/28/2020 | $0.180 | 1.52% | 1.77% | $40.75 |
| 11/07/2019 | 11/22/2019 | $0.170 | 1.56% | 1.41% | $48.20 |
| 08/08/2019 | 08/23/2019 | $0.170 | 1.82% | 1.86% | $36.58 |
| 05/14/2019 | 05/29/2019 | $0.170 | 1.53% | 1.59% | $42.77 |
| 02/13/2019 | 02/28/2019 | $0.170 | 1.48% | 1.48% | $46.01 |
| 11/08/2018 | 11/23/2018 | $0.130 | 1.07% | 1.18% | $44.08 |
| 08/09/2018 | 08/24/2018 | $0.130 | 1.03% | 1.03% | $50.55 |
| 05/10/2018 | 05/25/2018 | $0.100 | 0.68% | 0.7% | $57.30 |
| 02/08/2018 | 02/23/2018 | $0.100 | 0.82% | 0.76% | $52.74 |
| 11/09/2017 | 11/24/2017 | $0.080 | 0.73% | 0.7% | $45.78 |
| 08/09/2017 | 08/25/2017 | $0.080 | 0.76% | 0.8% | $39.76 |
| 05/10/2017 | 05/26/2017 | $0.080 | 0.8% | 0.81% | $39.52 |
| 02/08/2017 | 02/24/2017 | $0.080 | 0.81% | 0.78% | $41.11 |
| 11/09/2016 | 11/28/2016 | $0.070 | 0.83% | 0.73% | $38.35 |
| 08/10/2016 | 08/26/2016 | $0.070 | 0.95% | 0.9% | $30.95 |
| 05/11/2016 | 05/27/2016 | $0.070 | 1.01% | 0.91% | $30.63 |
| 02/10/2016 | 02/26/2016 | $0.060 | 1.06% | 0.94% | $25.46 |
| 11/04/2015 | 11/20/2015 | $0.060 | 0.76% | 0.72% | $33.34 |
| 08/05/2015 | 08/21/2015 | $0.060 | 0.68% | 0.78% | $30.93 |
| 05/06/2015 | 05/22/2015 | $0.060 | 0.77% | 0.76% | $31.41 |
| 02/05/2015 | 02/20/2015 | $0.060 | 0.86% | 0.81% | $29.65 |
| 11/05/2014 | 11/21/2014 | $0.060 | 0.83% | 0.85% | $28.28 |
| 08/06/2014 | 08/22/2014 | $0.060 | 0.87% | 0.84% | $28.57 |
| 05/07/2014 | 05/23/2014 | $0.060 | 0.92% | 0.94% | $25.65 |
| 02/05/2014 | 02/21/2014 | $0.060 | 1.01% | 0.91% | $26.25 |
| 11/06/2013 | 11/22/2013 | $0.060 | 1.03% | 0.96% | $24.92 |
| 08/07/2013 | 08/23/2013 | $0.060 | 1.06% | 1.11% | $21.53 |
| 05/08/2013 | 05/24/2013 | $0.060 | 1.38% | 1.25% | $19.16 |
| 02/06/2013 | 02/22/2013 | $0.060 | 1.43% | 1.43% | $16.73 |
| 11/07/2012 | 11/23/2012 | $0.060 | 1.8% | 1.81% | $13.23 |
| 08/08/2012 | 08/24/2012 | $0.060 | 1.84% | 1.81% | $13.27 |
| 05/09/2012 | 05/25/2012 | $0.060 | 1.83% | 1.88% | $12.80 |
| 02/08/2012 | 02/24/2012 | $0.060 | 1.93% | 1.78% | $13.52 |
| 11/08/2011 | 11/25/2011 | $0.060 | 1.86% | 2.23% | $10.77 |
| 08/10/2011 | 08/26/2011 | $0.060 | 1.99% | 2% | $12.01 |
| 05/04/2011 | 05/20/2011 | $0.060 | 1.34% | 1.39% | $17.32 |
| 02/09/2011 | 02/25/2011 | $0.060 | 1.28% | 1.27% | $18.91 |
| 11/09/2010 | 11/26/2010 | $0.060 | 1.55% | 1.59% | $15.05 |
| 08/11/2010 | 08/27/2010 | $0.060 | 1.64% | 1.82% | $13.22 |
| 05/05/2010 | 05/21/2010 | $0.060 | 1.28% | 1.44% | $16.67 |
| 02/10/2010 | 02/26/2010 | $0.060 | 1.34% | 1.31% | $18.31 |
| 11/10/2009 | 11/27/2009 | $0.060 | 1.36% | 1.35% | $17.74 |
| 08/12/2009 | 08/28/2009 | $0.060 | 1.28% | 1.35% | $17.73 |
| 05/06/2009 | 05/22/2009 | $0.060 | 1.27% | 1.41% | $16.97 |
| 02/11/2009 | 02/27/2009 | $0.060 | 1.83% | 1.89% | $12.71 |
| 11/12/2008 | 11/28/2008 | $0.060 | 1.5% | 1.31% | $18.33 |
| 08/06/2008 | 08/22/2008 | $0.060 | 1.05% | 1.01% | $23.73 |
| 05/07/2008 | 05/23/2008 | $0.050 | 0.91% | 0.94% | $21.34 |
| 02/06/2008 | 02/22/2008 | $0.050 | 0.99% | 1% | $20.05 |
| 11/07/2007 | 11/23/2007 | $0.050 | 0.91% | 0.85% | $23.56 |
| 07/20/2007 | 08/24/2007 | $1.050 | 20.97% | 21.05% | $19.95 |
| 05/09/2007 | 05/25/2007 | $0.050 | 1.03% | 0.95% | $21.09 |
| 02/07/2007 | 02/23/2007 | $0.050 | 1.03% | 1.04% | $19.23 |
| 11/06/2006 | 11/22/2006 | $0.050 | 1.05% | 1.05% | $19.09 |
| 08/04/2006 | 08/22/2006 | $0.030 | 0.74% | 0.73% | $16.35 |
| 05/04/2006 | 05/22/2006 | $0.030 | 0.67% | 0.75% | $15.91 |
| 02/06/2006 | 02/22/2006 | $0.025 | 0.68% | 0.61% | $16.40 |
| 11/07/2005 | 11/23/2005 | $0.025 | 0.66% | 0.65% | $15.36 |
| 08/05/2005 | 08/23/2005 | $0.022 | 0.66% | 0.63% | $13.94 |
| 05/05/2005 | 05/23/2005 | $0.022 | 0.84% | 0.76% | $11.58 |
| 02/07/2005 | 02/23/2005 | $0.020 | 0.76% | 0.76% | $10.55 |
| 11/03/2004 | 11/19/2004 | $0.020 | 0.84% | 0.78% | $10.29 |
| 08/03/2004 | 08/19/2004 | $0.020 | 0.93% | 0.83% | $9.63 |
| 05/03/2004 | 05/19/2004 | $0.020 | 0.77% | 0.83% | $9.61 |
| 02/03/2004 | 02/19/2004 | $0.013 | 0.42% | 0.41% | $12.73 |
| 11/05/2003 | 11/21/2003 | $0.013 | 0.39% | 0.46% | $11.40 |
| 08/05/2003 | 08/21/2003 | $0.014 | 0.55% | 0.51% | $10.94 |
| 05/05/2003 | 05/21/2003 | $0.011 | 0.48% | 0.5% | $8.73 |
| 02/05/2003 | 02/21/2003 | $0.011 | 0.5% | 0.55% | $8.07 |
| 11/06/2002 | 11/22/2002 | $0.011 | 0.44% | 0.37% | $11.75 |
| 08/06/2002 | 08/22/2002 | $0.011 | 0.57% | 0.44% | $9.91 |
| 05/06/2002 | 05/22/2002 | $0.011 | 0.44% | 0.37% | $11.85 |
| 02/06/2002 | 02/22/2002 | $0.011 | 0.32% | 0.33% | $13.20 |
| 11/07/2001 | 11/23/2001 | $0.011 | 0.29% | 0.3% | $14.48 |
| 08/07/2001 | 08/23/2001 | $0.011 | 0.3% | 0.35% | $12.67 |
| 05/07/2001 | 05/23/2001 | $0.011 | 0.22% | 0.21% | $20.68 |
| 02/07/2001 | 02/23/2001 | $0.011 | 0.18% | 0.22% | $20.32 |
| 11/08/2000 | 11/24/2000 | $0.011 | 0.13% | 0.16% | $27.94 |
| 08/08/2000 | 08/24/2000 | $0.011 | 0.11% | 0.12% | $37.00 |
| 05/08/2000 | 05/24/2000 | $0.009 | 0.13% | 0.15% | $25.67 |
| 02/08/2000 | 02/24/2000 | $0.009 | 0.14% | 0.15% | $25.29 |
| 11/09/1999 | 11/26/1999 | $0.009 | 0.15% | 0.14% | $26.67 |
| 08/10/1999 | 08/26/1999 | $0.009 | 0.15% | 0.13% | $28.75 |
| 05/10/1999 | 05/26/1999 | $0.009 | 0.1% | 0.1% | $36.25 |
| 02/10/1999 | 02/26/1999 | $0.009 | 0.18% | 0.15% | $24.85 |
| 11/10/1998 | 11/27/1998 | $0.009 | 0.33% | 0.28% | $13.11 |
| 08/11/1998 | 08/27/1998 | $0.009 | 0.45% | 0.49% | $7.25 |
| 05/11/1998 | 05/27/1998 | $0.009 | 0.46% | 0.49% | $7.26 |
| 02/11/1998 | 02/27/1998 | $0.009 | 0.41% | 0.42% | $8.39 |
| 11/12/1997 | 11/28/1997 | $0.009 | 0.46% | 0.41% | $8.57 |
| 08/12/1997 | 08/28/1997 | $0.007 | 0.46% | 0.47% | $6.24 |
| 05/12/1997 | 05/28/1997 | $0.007 | 0.55% | 0.52% | $5.74 |
| 02/12/1997 | 02/28/1997 | $0.007 | 0.51% | 0.53% | $5.56 |
| 10/30/1996 | 11/15/1996 | $0.007 | 0.8% | 0.67% | $4.41 |
| 07/30/1996 | 08/15/1996 | $0.007 | 0.83% | 0.78% | $3.78 |
| 04/29/1996 | 05/15/1996 | $0.006 | 0.64% | 0.65% | $3.65 |
| 01/30/1996 | 02/15/1996 | $0.006 | 0.67% | 0.67% | $3.54 |
| 10/30/1995 | 11/15/1995 | $0.006 | 0.69% | 0.7% | $3.39 |
| 07/28/1995 | 08/15/1995 | $0.006 | 0.7% | 0.72% | $3.31 |
| 04/25/1995 | 05/15/1995 | $0.004 | 0.72% | 0.66% | $2.68 |
| 01/26/1995 | 02/15/1995 | $0.004 | 0.92% | 0.82% | $2.18 |
| 10/26/1994 | 11/15/1994 | $0.003 | 0.86% | 0.83% | $1.67 |
| 07/26/1994 | 08/15/1994 | $0.003 | 1.06% | 1.02% | $1.35 |
| 04/26/1994 | 05/16/1994 | $0.003 | 0.98% | 0.95% | $1.46 |
| 01/26/1994 | 02/15/1994 | $0.003 | 0.97% | 0.99% | $1.39 |
| 10/26/1993 | 11/15/1993 | $0.002 | 0.62% | 0.6% | $1.64 |
| 07/27/1993 | 08/16/1993 | $0.002 | 0.7% | 0.67% | $1.48 |
| 04/27/1993 | 05/17/1993 | $0.002 | 0.95% | 0.97% | $1.02 |
| 01/26/1993 | 02/16/1993 | $0.002 | 0.76% | 0.79% | $1.00 |
| 10/27/1992 | 11/16/1992 | $0.002 | 1.18% | 1.01% | $0.78 |
| 07/28/1992 | 08/17/1992 | $0.002 | 1.03% | 1.01% | $0.78 |
| 04/27/1992 | 05/15/1992 | $0.002 | 0.84% | 0.9% | $0.88 |
| 01/28/1992 | 02/17/1992 | $0.001 | 0.5% | 0.53% | $1.00 |
| 10/29/1991 | 11/15/1991 | $0.001 | 0.66% | 0.67% | $0.79 |
| 07/26/1991 | 08/15/1991 | $0.001 | 0.73% | 0.72% | $0.61 |
| 04/25/1991 | 05/15/1991 | $0.001 | 0.84% | 0.82% | $0.43 |
| 01/28/1991 | 02/15/1991 | $0.001 | 1.17% | 0.88% | $0.40 |
| 10/26/1990 | 11/15/1990 | $0.001 | 1.21% | 1.25% | $0.28 |
| 07/26/1990 | 08/15/1990 | $0.001 | 0.82% | 0.94% | $0.28 |
| 04/25/1990 | 05/15/1990 | $0.001 | 0.75% | 0.71% | $0.37 |
| 01/26/1990 | 02/15/1990 | $0.001 | 0.88% | 0.8% | $0.33 |
| 10/26/1989 | 11/15/1989 | $0.001 | 0.94% | 0.88% | $0.30 |
| 07/26/1989 | 08/15/1989 | $0.001 | 0.82% | 0.8% | $0.33 |
| 05/25/1989 | 06/15/1989 | $0.001 | 1.05% | 1.01% | $0.26 |
Projected Future Values & Dividends for UBS & SCHW
Based on past 10 years performance, UBS had share price CAGR of +13.56%, and dividend CAGR of +3.41%.
During same period SCHW had share price CAGR of +11.40%, and dividend CAGR of +15.26%.
Using these CAGR metrics, we can estimate that your initial $10,000 investment from 10 years ago, with dividends being reinvested (DRIP), is modelled to grow and collect dividends as follows:
Projection uses UBS applied at 10.00% price / 3.41% dividend; SCHW applied at 10.00% price / 10.00% dividend.
| UBS | SCHW | |
|---|---|---|
| Start Value | $10,000 | $10,000 |
| Start Share Price | $48.44 | $91.72 |
| Start Shares | 206.44 | 109.03 |
| After 10 years: | UBS | SCHW |
| Final Share Count | 225.19 | 125.33 |
| Dividends Payment | $0.77 | $0.83 |
| Annual Dividends | $173 | $416 |
| Share Price | $125.64 | $237.90 |
| Total Dividends | $1,389 | $2,408 |
| Final Value | $28,293 | $29,815 |
Estimated Future Returns - UBS
Estimated Future Returns - SCHW
Estimate Dividend Snowball and total future returns for UBS and SCHW 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.
