All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2022-02-24? to Thu 2025-10-16 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+0.04%
2025-10-16 |
4.956 TR
2025-10-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
CGDV × |
+19.34%
2025-10-16 |
1.793 TR
2025-10-16 |
||||
Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||
VOO × |
+13.79%
2025-10-16 |
7.933 TR
2025-10-16 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Thu 2022-02-24? to Thu 2025-10-16 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+21.54%
+5.50%/yr |
+7.60%/yr
(R2=0.729) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
CGDV × |
+79.29%
+17.39%/yr |
+21.59%/yr
(R2=0.927) |
||||
Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||
VOO × |
+62.98%
+14.36%/yr |
+18.39%/yr
(R2=0.888) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Thu 2022-02-24? to Thu 2025-10-16 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2022-02-24 |
$12,153.62
2025-10-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
CGDV × |
$10,000.00
2022-02-24 |
$17,929.20
2025-10-16 |
||||
Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||
VOO × |
$10,000.00
2022-02-24 |
$16,297.73
2025-10-16 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Year | SCHD | CGDV | VOO |
---|---|---|---|
2025 (YTD) | +0.04% | +19.34% | +13.79% |
2024 | +11.66% | +20.10% | +24.98% |
2023 | +4.54% | +28.81% | +26.32% |
2022 | −3.26% | −2.89% | −18.17% |
2021 | +29.87% | — | +28.79% |
2020 | +15.03% | — | +18.32% |
2019 | +27.29% | — | +31.37% |
2018 | −5.56% | — | −4.50% |
2017 | +20.85% | — | +21.77% |
2016 | +16.45% | — | +12.17% |
2015 | −0.30% | — | +1.33% |
2014 | +11.69% | — | +13.56% |
2013 | +32.88% | — | +32.39% |
2012 | +11.39% | — | +15.99% |
2011 | +5.31% | — | +1.90% |
2010 | — | — | +14.78% |
Thu 2022-02-24? to Thu 2025-10-16 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −6.58% |
−16.13%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
CGDV × | −2.14% |
−21.81%
2022-09-30 |
||||
Capital Group Dividend Value ETF Exchange-Traded Fund | ||||||
VOO × | −1.84% |
−22.12%
2022-10-12 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||