# Schwab Dividend Equity (SWDSX)

> Source: Nexqual · https://nexqual.com/SWDSX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Schwab Dividend Equity (SWDSX), nexqual.com/SWDSX" · informational, not investment advice.

**Price:** USD 20.02 (-0.60% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 20.14 · day 20.02–20.02 · 52w 17.68–20.33 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +15.2% vs S&P 500 +13.4%; 5Y +60.0% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +15.2% | +60.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +15.2% | +9.9% |
| Volatility (annualized) | 9.0% | 13.0% |
| Max drawdown | -6.2% (Feb 2026→Mar 2026) | -17.5% (Jan 2022→Sep 2022) |

## Peers
SWANX (Schwab Core Equity Fund™",) USD 26.42 -0.00% · SWLSX (Schwab Large-Cap Growth Fund™) USD 45.07 +0.00% · SWSCX (Schwab Small-Cap Equity Fund™) USD 24.65 +0.00% · SWHFX (Schwab Health Care Fund™",) USD 28.21 +0.00% · LGILX (Laudus Growth Investors U.S. La) USD 26.54 -0.00%

## More
Full page: https://nexqual.com/SWDSX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt