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 2026-04-30 YTD
Return
TR
Price
SCHD
×
+17.90%
2026-04-30
6.094 TR
2026-04-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
CGDV
×
+6.63%
2026-04-30
2.01 TR
2026-04-30
Capital Group Dividend Value ETF Exchange-Traded Fund
VOO
×
+5.67%
2026-04-30
8.679 TR
2026-04-30
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2022-02-24? to Thu 2026-04-30 Overall
Return
Exponential
Trendline
SCHD
×
+49.45%
+10.09%/yr
+8.56%/yr
(R2=0.796)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
CGDV
×
+101.05%
+18.19%/yr
+21.93%/yr
(R2=0.950)
Capital Group Dividend Value ETF Exchange-Traded Fund
VOO
×
+78.31%
+14.85%/yr
+18.69%/yr
(R2=0.922)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2022-02-24? to Thu 2026-04-30 Start
Value
End
Value
SCHD
×
$10,000.00
2022-02-24
$14,944.85
2026-04-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
CGDV
×
$10,000.00
2022-02-24
$20,104.75
2026-04-30
Capital Group Dividend Value ETF Exchange-Traded Fund
VOO
×
$10,000.00
2022-02-24
$17,831.23
2026-04-30
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHD CGDV VOO
2026 (YTD) +17.90% +6.63% +5.67%
2025 +4.34% +25.50% +17.82%
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 2026-04-30 Current
Drawdown
Worst
Drawdown
SCHD
×
0.00% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
CGDV
×
0.00% −21.81%
2022-09-30
Capital Group Dividend Value ETF Exchange-Traded Fund
VOO
×
0.00% −22.12%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund