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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-07-15 YTD
Return 		TR
Price
DVY × 		+3.75%
2025-07-15 		5.738 TR
2025-07-15
iShares Select Dividend ETF NASDAQ Exchange-Traded Fund
SCHD × 		+0.21%
2025-07-15 		4.964 TR
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-07-15 Overall
Return 		Exponential
Trendline
DVY × 		+325.64%
+11.12%/yr 		+10.00%/yr
(R2=0.950)
iShares Select Dividend ETF NASDAQ Exchange-Traded Fund
SCHD × 		+396.43%
+12.37%/yr 		+12.38%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-07-15 Start
Value 		End
Value
DVY × 		$10,000.00
2011-10-20 		$42,563.61
2025-07-15
iShares Select Dividend ETF NASDAQ Exchange-Traded Fund
SCHD × 		$10,000.00
2011-10-20 		$49,642.51
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year DVY SCHD
2025 (YTD) +3.75% +0.21%
2024 +16.24% +11.66%
2023 +1.12% +4.54%
2022 +1.80% −3.26%
2021 +31.70% +29.87%
2020 −4.91% +15.03%
2019 +22.61% +27.29%
2018 −6.36% −5.56%
2017 +14.82% +20.85%
2016 +21.64% +16.45%
2015 −2.08% −0.30%
2014 +14.87% +11.69%
2013 +28.86% +32.88%
2012 +10.48% +11.39%
2011 +11.82% +5.31%
2010 +17.77% —
2009 +11.18% —
2008 −32.88% —
2007 −5.69% —
2006 +19.44% —
2005 +2.82% —
2004 +17.93% —
2003 +7.10% —

Drawdowns

Thu 2011-10-20? to Tue 2025-07-15 Current
Drawdown 		Worst
Drawdown
DVY × 		−4.09% −41.59%
2020-03-23
iShares Select Dividend ETF NASDAQ Exchange-Traded Fund
SCHD × 		−6.42% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund