All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2014-06-12? to Thu 2025-08-07 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| IVV × |
+8.62%
2025-08-07 |
7.148 TR
2025-08-07 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| DGRO × |
+6.77%
2025-08-07 |
3.402 TR
2025-08-07 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
−0.23%
2025-08-07 |
4.942 TR
2025-08-07 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2014-06-12? to Thu 2025-08-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IVV × |
+299.60%
+13.22%/yr |
+13.18%/yr
(R2=0.964) |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| DGRO × |
+240.21%
+11.60%/yr |
+12.06%/yr
(R2=0.970) |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
+204.05%
+10.48%/yr |
+12.05%/yr
(R2=0.957) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2014-06-12? to Thu 2025-08-07 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| IVV × |
$10,000.00
2014-06-12 |
$39,960.41
2025-08-07 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| DGRO × |
$10,000.00
2014-06-12 |
$34,021.49
2025-08-07 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2014-06-12 |
$30,404.98
2025-08-07 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | IVV | DGRO | SCHD |
|---|---|---|---|
| 2025 (YTD) | +8.62% | +6.77% | −0.23% |
| 2024 | +24.93% | +16.62% | +11.66% |
| 2023 | +26.31% | +10.47% | +4.54% |
| 2022 | −18.16% | −7.91% | −3.26% |
| 2021 | +28.76% | +26.65% | +29.87% |
| 2020 | +18.40% | +9.50% | +15.03% |
| 2019 | +31.25% | +29.87% | +27.29% |
| 2018 | −4.49% | −2.38% | −5.56% |
| 2017 | +21.75% | +23.00% | +20.85% |
| 2016 | +12.15% | +15.20% | +16.45% |
| 2015 | +1.28% | −0.69% | −0.30% |
| 2014 | +13.57% | +8.56% | +11.69% |
| 2013 | +32.31% | — | +32.88% |
| 2012 | +16.06% | — | +11.39% |
| 2011 | +1.88% | — | +5.31% |
| 2010 | +15.10% | — | — |
| 2009 | +26.61% | — | — |
| 2008 | −37.01% | — | — |
| 2007 | +5.29% | — | — |
| 2006 | +15.94% | — | — |
| 2005 | +4.87% | — | — |
| 2004 | +10.79% | — | — |
| 2003 | +28.46% | — | — |
| 2002 | −21.53% | — | — |
| 2001 | −11.95% | — | — |
| 2000 | −6.08% | — | — |
| Thu 2014-06-12? to Thu 2025-08-07 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| IVV × | −0.72% |
−33.90%
2020-03-23 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| DGRO × | −1.44% |
−35.10%
2020-03-23 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| SCHD × | −6.84% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||