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

Total Real Returns

SCHD,CGDV,VOO: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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