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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-09-05 YTD
Return
TR
Price
DVY
×
+9.84%
2025-09-05
6.075 TR
2025-09-05
iShares Select Dividend ETF NASDAQ Exchange-Traded Fund
SCHD
×
+3.09%
2025-09-05
5.107 TR
2025-09-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+10.83%
2025-09-05
4.92 TR
2025-09-05
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-09-05 Overall
Return
Exponential
Trendline
DVY
×
+350.62%
+11.46%/yr
+10.00%/yr
(R2=0.951)
iShares Select Dividend ETF NASDAQ Exchange-Traded Fund
SCHD
×
+410.65%
+12.47%/yr
+12.33%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+398.05%
+12.26%/yr
+10.58%/yr
(R2=0.972)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-09-05 Start
Value
End
Value
DVY
×
$10,000.00
2011-10-20
$45,062.49
2025-09-05
iShares Select Dividend ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$51,065.09
2025-09-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2011-10-20
$49,804.78
2025-09-05
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year DVY SCHD VYM
2025 (YTD) +9.84% +3.09% +10.83%
2024 +16.24% +11.66% +17.60%
2023 +1.12% +4.54% +6.59%
2022 +1.80% −3.26% −0.45%
2021 +31.70% +29.87% +26.20%
2020 −4.91% +15.03% +1.14%
2019 +22.61% +27.29% +24.06%
2018 −6.36% −5.56% −5.92%
2017 +14.82% +20.85% +16.42%
2016 +21.64% +16.45% +17.04%
2015 −2.08% −0.30% +0.28%
2014 +14.87% +11.69% +13.54%
2013 +28.86% +32.88% +30.08%
2012 +10.48% +11.39% +12.69%
2011 +11.82% +5.31% +10.55%
2010 +17.77% +14.22%
2009 +11.18% +17.19%
2008 −32.88% −31.92%
2007 −5.69% +1.37%
2006 +19.44% +2.83%
2005 +2.82%
2004 +17.93%
2003 +7.10%

Drawdowns

Thu 2011-10-20? to Fri 2025-09-05 Current
Drawdown
Worst
Drawdown
DVY
×
−0.31% −41.59%
2020-03-23
iShares Select Dividend ETF NASDAQ Exchange-Traded Fund
SCHD
×
−3.74% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
0.00% −35.21%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund