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

Total Real Returns

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

Thu 2014-06-12? to Tue 2024-10-22 YTD
Return
TR
Price
SCHD
×
+14.72%
2024-10-22
5.089 TR
2024-10-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+19.61%
2024-10-22
3.268 TR
2024-10-22
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Tue 2024-10-22 Overall
Return
Exponential
Trendline
SCHD
×
+213.11%
+11.64%/yr
+12.33%/yr
(R2=0.953)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+226.78%
+12.11%/yr
+12.10%/yr
(R2=0.964)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Tue 2024-10-22 Start
Value
End
Value
SCHD
×
$10,000.00
2014-06-12
$31,310.79
2024-10-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$32,678.12
2024-10-22
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD DGRO
2024 (YTD) +14.72% +19.61%
2023 +4.54% +10.47%
2022 −3.26% −7.91%
2021 +29.87% +26.64%
2020 +15.03% +9.50%
2019 +27.29% +29.87%
2018 −5.56% −2.38%
2017 +20.85% +23.00%
2016 +16.45% +15.21%
2015 −0.30% −0.69%
2014 +11.69% +8.56%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Thu 2014-06-12? to Tue 2024-10-22 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.67% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
−0.94% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund