All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2014-06-12? to Fri 2026-05-15 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+16.62%
2026-05-15 |
6.027 TR
2026-05-15 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+8.69%
2026-05-15 |
30.57 TR
2026-05-15 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DGRO × |
+6.17%
2026-05-15 |
3.914 TR
2026-05-15 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| VIG × |
+4.78%
2026-05-15 |
6.82 TR
2026-05-15 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2014-06-12? to Fri 2026-05-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+270.83%
+11.62%/yr |
+11.87%/yr
(R2=0.962) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+368.13%
+13.82%/yr |
+13.48%/yr
(R2=0.969) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DGRO × |
+291.39%
+12.12%/yr |
+12.18%/yr
(R2=0.975) |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| VIG × |
+275.20%
+11.73%/yr |
+12.20%/yr
(R2=0.977) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2014-06-12? to Fri 2026-05-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2014-06-12 |
$37,082.50
2026-05-15 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2014-06-12 |
$46,813.34
2026-05-15 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DGRO × |
$10,000.00
2014-06-12 |
$39,138.69
2026-05-15 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2014-06-12 |
$37,520.47
2026-05-15 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | SCHD | SPY | DGRO | VIG |
|---|---|---|---|---|
| 2026 (YTD) | +16.62% | +8.69% | +6.17% | +4.78% |
| 2025 | +4.34% | +17.72% | +15.69% | +14.17% |
| 2024 | +11.66% | +24.89% | +16.62% | +16.99% |
| 2023 | +4.54% | +26.18% | +10.47% | +14.51% |
| 2022 | −3.26% | −18.18% | −7.91% | −9.81% |
| 2021 | +29.87% | +28.73% | +26.65% | +23.76% |
| 2020 | +15.03% | +18.33% | +9.50% | +15.43% |
| 2019 | +27.29% | +31.22% | +29.87% | +29.62% |
| 2018 | −5.56% | −4.57% | −2.38% | −2.08% |
| 2017 | +20.85% | +21.71% | +23.00% | +22.22% |
| 2016 | +16.45% | +12.00% | +15.20% | +11.96% |
| 2015 | −0.30% | +1.23% | −0.69% | −1.94% |
| 2014 | +11.69% | +13.46% | +8.56% | +10.08% |
| 2013 | +32.88% | +32.31% | — | +28.87% |
| 2012 | +11.39% | +15.99% | — | +11.65% |
| 2011 | +5.31% | +1.89% | — | +6.16% |
| 2010 | — | +15.06% | — | +14.74% |
| 2009 | — | +26.35% | — | +19.58% |
| 2008 | — | −36.79% | — | −26.69% |
| 2007 | — | +5.15% | — | +5.63% |
| 2006 | — | +15.85% | — | +8.55% |
| 2005 | — | +4.83% | — | — |
| 2004 | — | +10.70% | — | — |
| 2003 | — | +28.18% | — | — |
| 2002 | — | −21.58% | — | — |
| 2001 | — | −11.76% | — | — |
| 2000 | — | −9.74% | — | — |
| 1999 | — | +20.39% | — | — |
| 1998 | — | +28.69% | — | — |
| 1997 | — | +33.48% | — | — |
| 1996 | — | +22.56% | — | — |
| 1995 | — | +38.04% | — | — |
| 1994 | — | +0.40% | — | — |
| 1993 | — | +8.64% | — | — |
| Thu 2014-06-12? to Fri 2026-05-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−1.09%
from 2026-04-30 peak |
−33.37%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
−1.20%
from 2026-05-14 peak |
−33.72%
2020-03-23 from 2020-02-19 peak |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DGRO × |
−0.60%
from 2026-05-14 peak |
−35.10%
2020-03-23 from 2020-02-12 peak |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| VIG × |
−0.64%
from 2026-05-14 peak |
−31.72%
2020-03-23 from 2020-02-14 peak |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-15 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +24.70% |
+28.05% +13.17%/yr |
+51.58% +14.87%/yr |
+46.92% +8.00%/yr |
+232.45% +12.76%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × | +26.62% |
+42.92% +19.56%/yr |
+85.98% +22.97%/yr |
+89.98% +13.69%/yr |
+324.91% +15.56%/yr |
|
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DGRO × | +20.45% |
+31.23% +14.57%/yr |
+57.77% +16.41%/yr |
+61.65% +10.08%/yr |
+249.33% +13.32%/yr |
|
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| VIG × | +17.94% |
+29.33% +13.73%/yr |
+55.67% +15.89%/yr |
+61.89% +10.11%/yr |
+241.84% +13.07%/yr |
|
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||