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

Total Real Returns

SCHD,SPY,DGRO,VIG: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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