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

Total Real Returns

SCHD vs. DGRW vs. DGRO vs. VIG: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2014-06-12💬 to Thu 2026-11-12 Overall
Return 		Exponential
Trendline
SCHD × 		+326.76%
+12.39%/yr 		+12.00%/yr
R2=0.966
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRW × 		+338.08%
+12.63%/yr 		+13.12%/yr
R2=0.983
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund
DGRO × 		+340.77%
+12.69%/yr 		+12.32%/yr
R2=0.977
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG × 		+315.24%
+12.15%/yr 		+12.30%/yr
R2=0.980
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2014-06-12💬 to Thu 2026-11-12 Start
Value 		End
Value
SCHD × 		$10,000.00
2014-06-12 		$42,675.76
2026-11-12
DGRW × 		$10,000.00
2014-06-12 		$43,807.62
2026-11-12
DGRO × 		$10,000.00
2014-06-12 		$44,076.70
2026-11-12
VIG × 		$10,000.00
2014-06-12 		$41,524.23
2026-11-12

This Year’s Performance

through 2026-11-12

  YTD YoY
SCHD × 		+34.21% +36.78%
DGRW × 		+10.98% +11.10%
DGRO × 		+19.56% +20.78%
VIG × 		+15.96% +16.26%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−0.77%
on 2026-11-12
from 2026-11-04 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak
DGRW × 		−1.75%
on 2026-11-12
from 2026-11-04 peak 		−32.04%
on 2020-03-23
from 2020-01-17 peak
DGRO × 		−0.84%
on 2026-11-12
from 2026-11-04 peak 		−35.10%
on 2020-03-23
from 2020-02-12 peak
VIG × 		−0.36%
on 2026-11-12
from 2026-11-04 peak 		−31.72%
on 2020-03-23
from 2020-02-14 peak

Rolling Returns

Period ending Thu 2026-11-12 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+36.78% +33.56%
+15.57%/yr 		+73.18%
+20.09%/yr 		+62.80%
+10.24%/yr 		+257.14%
+13.58%/yr
DGRW × 		+11.10% +19.24%
+9.20%/yr 		+56.96%
+16.21%/yr 		+68.13%
+10.95%/yr 		+266.94%
+13.88%/yr
DGRO × 		+20.78% +34.00%
+15.76%/yr 		+75.93%
+20.72%/yr 		+69.53%
+11.13%/yr 		+267.29%
+13.89%/yr
VIG × 		+16.26% +29.18%
+13.66%/yr 		+66.83%
+18.60%/yr 		+64.76%
+10.50%/yr 		+263.54%
+13.78%/yr

Annual Returns

Year SCHD DGRW DGRO VIG
2026 (YTD) +34.21% +10.98% +19.56% +15.96%
2025 +4.34% +12.17% +15.69% +14.17%
2024 +11.66% +16.98% +16.62% +16.99%
2023 +4.54% +18.66% +10.47% +14.51%
2022 −3.26% −6.33% −7.91% −9.81%
2021 +29.87% +24.46% +26.65% +23.76%
2020 +15.03% +13.87% +9.50% +15.43%
2019 +27.29% +29.54% +29.87% +29.62%
2018 −5.56% −5.38% −2.38% −2.08%
2017 +20.85% +26.93% +23.00% +22.22%
2016 +16.45% +12.10% +15.20% +11.96%
2015 −0.30% −0.26% −0.69% −1.94%
2014 +11.69% +13.74% +8.56% +10.08%
2013 +32.88% +13.17% — +28.87%
2012 +11.39% — — +11.65%
2011 +5.31% — — +6.16%
2010 — — — +14.74%
2009 — — — +19.58%
2008 — — — −26.69%
2007 — — — +5.63%
2006 — — — +8.55%