SCHV Total Return Calculator
$10,000 since Dec 2009, with and without reinvesting · data through Oct 2026
$10,000 invested in SCHV ten years ago, at the end of Oct 2016, was worth $29,649 at the end of Oct 2026 with every distribution reinvested: 11.5% a year, against $41,633 in the S&P 500. Since Dec 2009, $10,000 became $63,893 reinvested (11.6% a year), or $50,635 taking the distributions as cash, $9,409 of it paid out along the way.
SCHV became
$63,893
S&P 500: $91,105
Return a year
11.6%
S&P 500: 14.0%
Payouts reinvested
$12,231
bought more shares
Worst drop
-25.6%
S&P 500: -23.9%
$10,000, Dec 2009 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SCHV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +18.6% | $850 | +11.7% |
| 2025 | +16.0% | $1,093 | +17.7% |
| 2024 | +14.1% | $1,058 | +24.9% |
| 2023 | +8.9% | $998 | +26.2% |
| 2022 | −7.6% | $886 | −18.2% |
| 2021 | +25.5% | $788 | +28.7% |
| 2020 | +2.6% | $997 | +18.3% |
| 2019 | +25.9% | $951 | +31.2% |
| 2018 | −7.3% | $753 | −4.6% |
| 2017 | +15.7% | $485 | +21.7% |
| 2016 | +18.2% | $916 | +12.0% |
| 2015 | −1.0% | $568 | +1.2% |
| 2014 | +10.9% | $492 | +13.5% |
| 2013 | +31.1% | $419 | +32.3% |
| 2012 | +14.9% | $400 | +16.0% |
| 2011 | +3.5% | $313 | +1.9% |
| 2010 | +14.8% | $264 | +15.1% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SCHV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SCHV at the end of Dec 2009, with distributions reinvested, was worth $63,893 at the end of Oct 2026: 11.6% a year, against $91,105 (14.0% a year) in the S&P 500.
- Over the 10 years to Oct 2026, SCHV turned $10,000 into $29,649 with distributions reinvested, 11.5% a year.
- Over the 5 years to Oct 2026, SCHV returned 10.4% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SCHV's distributions as cash instead of reinvesting them, the same $10,000 ended at $50,635, including $9,409 of cash received; reinvesting added $13,258.
- SCHV's best calendar year in that time was 2013 (31.1%) and its worst 2022 (-7.6%), with distributions reinvested.
Cite this page
SmarterDividends, "SCHV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SCHV/total-return
SCHV total return questions
If I invested $10,000 in SCHV 10 years ago, how much would I have?
About $29,649 at the end of Oct 2026, with every distribution reinvested: 11.5% a year. Taking them as cash, you'd have shares worth $23,071 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is SCHV's total return since Dec 2009?
539% in total, or 11.6% a year, through Oct 2026 with distributions reinvested. The share price alone rose 312%.
How much of SCHV's return came from distributions?
About 25% of its yearly return since Dec 2009. Reinvesting them, rather than taking cash, left you $13,258 better off on a $10,000 start.
What was SCHV's worst year?
2022, at -7.6% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -25.6%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.