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 Mon 2025-02-10 YTD
Return
TR
Price
DGRO
×
+3.60%
2025-02-10
3.301 TR
2025-02-10
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+1.32%
2025-02-10
5.019 TR
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Mon 2025-02-10 Overall
Return
Exponential
Trendline
DGRO
×
+230.12%
+11.85%/yr
+12.14%/yr
(R2=0.967)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+208.78%
+11.15%/yr
+12.30%/yr
(R2=0.956)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Mon 2025-02-10 Start
Value
End
Value
DGRO
×
$10,000.00
2014-06-12
$33,011.79
2025-02-10
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$30,877.69
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year DGRO SCHD
2025 (YTD) +3.60% +1.32%
2024 +16.62% +11.66%
2023 +10.47% +4.54%
2022 −7.91% −3.26%
2021 +26.65% +29.87%
2020 +9.50% +15.03%
2019 +29.87% +27.29%
2018 −2.38% −5.56%
2017 +23.00% +20.85%
2016 +15.20% +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 Mon 2025-02-10 Current
Drawdown
Worst
Drawdown
DGRO
×
−1.55% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
−5.39% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund