MDT vs SCHD
Comparison between Medtronic Plc (MDT, Company) and SCHWAB U.S. DIVIDEND EQUITY ETF (SCHD, ETF).
5-Year PerformanceSCHD has outperformed MDT, delivering a return of +8.3% compared to -5.1%
MDT vs SCHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MDT vs SCHD - Historical Returns
Returns include dividend reinvestment.
MDT vs SCHD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MDT | SCHD |
|---|---|---|
| 2026 | -14.29% | +17.46% |
| 2025 | +23.52% | +4.56% |
| 2024 | -0.29% | +10.86% |
| 2023 | +8.85% | +4.71% |
| 2022 | -24.48% | -3.21% |
| 2021 | -8.94% | +31.74% |
| 2020 | +4.64% | +14.78% |
| 2019 | +31.74% | +27.28% |
| 2018 | +13.14% | -5.85% |
| 2017 | +16.90% | +20.20% |
| 2016 | -4.01% | +17.78% |
| 2015 | +9.10% | -0.21% |
| 2014 | +28.47% | +12.79% |
| 2013 | +39.94% | +30.09% |
| 2012 | +9.39% | +10.39% |
| 2011 | +4.90% | +5.31% |
| 2010 | -13.65% | N/A |
| 2009 | +37.33% | N/A |
| 2008 | -35.50% | N/A |
| 2007 | -3.72% | N/A |
| 2006 | -6.75% | N/A |
| 2005 | +17.29% | N/A |
| 2004 | +3.08% | N/A |
| 2003 | +4.75% | N/A |
| 2002 | -8.28% | N/A |
| 2001 | -13.54% | N/A |
| 2000 | +76.97% | N/A |
| 1999 | +2.27% | N/A |
MDT vs SCHD Drawdown Comparison
The maximum drawdown for MDT was -57.64%, occurring on Mar 9, 2009. Recovery took 1846 trading sessions.
The maximum drawdown for SCHD was -33.37%, occurring on Mar 23, 2020. Recovery took 155 trading sessions.
The current MDT drawdown is -29.98%. The current SCHD drawdown is -1.61%.
| Rank | MDT | SCHD |
|---|---|---|
| #1 | -57.64% Jan 19, 2006 - May 21, 2013 | -33.37% Jan 23, 2020 - Sep 2, 2020 |
| #2 | -45.10% Sep 8, 2021 - Oct 27, 2023 | -17.07% Sep 21, 2018 - Apr 4, 2019 |
| #3 | -44.21% Dec 27, 2000 - Jan 18, 2006 | -16.82% Jan 11, 2022 - Dec 27, 2023 |
| #4 | -39.88% Feb 6, 2020 - Jan 6, 2021 | -16.13% Nov 29, 2024 - Jan 8, 2026 |
| #5 | -19.72% Jul 12, 2016 - Jun 12, 2017 | -13.93% Mar 2, 2015 - Mar 11, 2016 |
| #6 | -18.53% Apr 10, 2000 - Dec 14, 2000 | -12.37% Jan 26, 2018 - Sep 20, 2018 |
| #7 | -17.61% Aug 17, 2015 - Dec 16, 2015 | -8.68% Apr 23, 2019 - Jul 23, 2019 |
| #8 | -16.67% Oct 1, 2018 - Jun 19, 2019 | -7.63% Sep 2, 2020 - Oct 8, 2020 |
| #9 | -15.97% Dec 3, 1999 - Jan 7, 2000 | -7.10% Jul 26, 2019 - Sep 10, 2019 |
| #10 | -12.95% Jul 5, 2017 - Jun 1, 2018 | -6.88% Oct 12, 2020 - Nov 9, 2020 |
| #11 | -11.90% Jan 8, 2014 - Mar 31, 2014 | -6.77% Oct 28, 2011 - Dec 6, 2011 |
| #12 | -10.84% Feb 8, 2000 - Mar 3, 2000 | -6.68% Dec 31, 2013 - Mar 25, 2014 |
| #13 | -10.53% Mar 27, 2000 - Apr 10, 2000 | -6.50% Sep 19, 2014 - Oct 31, 2014 |
| #14 | -8.76% Mar 3, 2000 - Mar 16, 2000 | -6.34% Apr 2, 2012 - Jul 3, 2012 |
| #15 | -7.82% Aug 8, 2013 - Oct 17, 2013 | -6.23% Oct 18, 2012 - Jan 4, 2013 |
Correlation
Correlation between MDT and SCHD is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
MDT vs SCHD dividend yield comparison.
| Year | MDT | SCHD |
|---|---|---|
| 2026 | 0.87% | 0.80% |
| 2025 | 2.95% | 3.82% |
| 2024 | 3.49% | 3.64% |
| 2023 | 3.34% | 3.49% |
| 2022 | 3.44% | 3.39% |
| 2021 | 2.39% | 2.78% |
| 2020 | 1.95% | 3.16% |
| 2019 | 1.87% | 2.98% |
| 2018 | 2.15% | 3.06% |
| 2017 | 2.24% | 2.63% |
| 2016 | 2.34% | 2.89% |
| 2015 | 1.88% | 2.97% |
| 2014 | 1.66% | 2.63% |
| 2013 | 1.92% | 2.47% |
| 2012 | 3.08% | 2.86% |
| 2011 | 2.44% | 0.47% |
| 2010 | 2.32% | 0.00% |
| 2009 | 1.36% | 0.00% |
| 2008 | 2.59% | 0.00% |
| 2007 | 0.93% | 0.00% |
| 2006 | 0.77% | 0.00% |
| 2005 | 0.63% | 0.00% |
| 2004 | 0.48% | 0.00% |
| 2003 | 0.58% | 0.00% |
| 2002 | 0.66% | 0.00% |
| 2001 | 0.42% | 0.00% |
| 2000 | 0.30% | 0.00% |
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