All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

DGRO,SCHD: Total Return Chart (with Dividends Reinvested)

Thu 2014-06-12? to Fri 2024-11-29 YTD
Return
TR
Price
DGRO
×
+22.73%
2024-11-29
3.353 TR
2024-11-29
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+19.58%
2024-11-29
5.305 TR
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Fri 2024-11-29 Overall
Return
Exponential
Trendline
DGRO
×
+235.30%
+12.25%/yr
+12.12%/yr
(R2=0.965)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+226.37%
+11.96%/yr
+12.33%/yr
(R2=0.954)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2024-11-29 Start
Value
End
Value
DGRO
×
$10,000.00
2014-06-12
$33,530.05
2024-11-29
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$32,637.05
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year DGRO SCHD
2024 (YTD) +22.73% +19.58%
2023 +10.47% +4.54%
2022 −7.91% −3.26%
2021 +26.64% +29.87%
2020 +9.50% +15.03%
2019 +29.87% +27.29%
2018 −2.38% −5.56%
2017 +23.00% +20.85%
2016 +15.21% +16.45%
2015 −0.69% −0.30%
2014 +8.56% +11.69%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Thu 2014-06-12? to Fri 2024-11-29 Current
Drawdown
Worst
Drawdown
DGRO
×
0.00% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
0.00% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund