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Schwab US Dividend Equity ETF Seasonality

Historical month-by-month and year-by-year returns

Based on 16 calendar years of monthly closes, starting 2011.

By Month

MonthAverageMedian% PositiveBestWorst
January+1.0%+0.1%53%+8.7%4.4%
February+1.3%+2.6%73%+6.5%9.3%
March+0.1%+0.9%53%+8.2%12.8%
April+0.7%+0.2%53%+12.6%7.7%
May+0.5%+1.4%80%+3.9%7.6%
June0.2%0.8%40%+6.4%8.9%
July+2.8%+2.8%87%+6.2%1.7%
August+0.7%+0.3%50%+5.4%5.3%
September1.3%0.6%36%+2.9%8.2%
October+1.6%+0.9%64%+11.2%5.9%
November+3.6%+3.1%93%+13.2%2.1%
December0.4%+1.0%53%+6.5%8.9%

By Calendar Year

YearReturn
2025+0.4%
2024+7.7%
2023+0.8%
20226.5%
2021+26.0%
2020+10.7%
2019+23.3%
20188.2%
2017+17.4%
2016+13.0%
20153.2%
2014+8.7%
2013+29.4%
2012+8.3%

These are historical patterns, not a forecast — past calendar-month performance does not predict future returns.