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 Mon 2026-07-20 Overall
Return 		Exponential
Trendline
DGRO × 		+310.95%
+12.39%/yr 		+12.22%/yr
R2=0.976
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM × 		+252.65%
+10.97%/yr 		+10.28%/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 Mon 2026-07-20 Start
Value 		End
Value
DGRO × 		$10,000.00
2014-06-12 		$41,094.64
2026-07-20
VYM × 		$10,000.00
2014-06-12 		$35,264.89
2026-07-20

This Year’s Performance

through 2026-07-20

  YTD YoY
DGRO × 		+11.48% +20.92%
VYM × 		+12.42% +21.30%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DGRO × 		−1.17%
on 2026-07-20
from 2026-07-07 peak 		−35.10%
on 2020-03-23
from 2020-02-12 peak
VYM × 		−1.02%
on 2026-07-20
from 2026-07-10 peak 		−35.21%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Mon 2026-07-20 1 yr 2 yr 3 yr 5 yr 10 yr
DGRO × 		+20.92% +34.96%
+16.17%/yr 		+55.47%
+15.85%/yr 		+68.92%
+11.05%/yr 		+243.63%
+13.14%/yr
VYM × 		+21.30% +37.18%
+17.12%/yr 		+58.66%
+16.63%/yr 		+77.90%
+12.21%/yr 		+193.92%
+11.38%/yr

Annual Returns

Year DGRO VYM
2026 (YTD) +11.48% +12.42%
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%