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

Total Real Returns

DGRO vs. VYM: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2014-06-12💬 to Fri 2026-09-18 Overall
Return
Exponential
Trendline
DGRO
×
+314.06%
+12.28%/yr
+12.28%/yr
R2=0.977
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM
×
+254.27%
+10.86%/yr
+10.38%/yr
R2=0.963
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2014-06-12💬 to Fri 2026-09-18 Start
Value
End
Value
DGRO
×
$10,000.00
2014-06-12
$41,405.72
2026-09-18
VYM
×
$10,000.00
2014-06-12
$35,427.40
2026-09-18

This Year’s Performance

through 2026-09-18

  YTD YoY
DGRO
×
+12.32% +16.32%
VYM
×
+12.93% +15.98%

Drawdowns

  Current
Drawdown
Worst
Drawdown
DGRO
×
−3.46%
on 2026-09-18
from 2026-08-19 peak
−35.10%
on 2020-03-23
from 2020-02-12 peak
VYM
×
−4.12%
on 2026-09-18
from 2026-08-13 peak
−35.21%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-09-18 1 yr 2 yr 3 yr 5 yr 10 yr
DGRO
×
+16.32% +30.11%
+14.07%/yr
+60.13%
+16.99%/yr
+68.31%
+10.97%/yr
+255.19%
+13.51%/yr
VYM
×
+15.98% +33.14%
+15.39%/yr
+61.40%
+17.30%/yr
+76.67%
+12.06%/yr
+202.65%
+11.71%/yr

Annual Returns

Year DGRO VYM
2026 (YTD) +12.32% +12.93%
2025 +15.69% +15.43%
2024 +16.62% +17.60%
2023 +10.47% +6.59%
2022 −7.91% −0.45%
2021 +26.65% +26.20%
2020 +9.50% +1.15%
2019 +29.87% +24.06%
2018 −2.38% −5.92%
2017 +23.00% +16.42%
2016 +15.20% +17.04%
2015 −0.69% +0.28%
2014 +8.56% +13.54%
2013 +30.08%
2012 +12.69%
2011 +10.55%
2010 +14.22%
2009 +17.19%
2008 −31.92%
2007 +1.37%
2006 +2.83%