All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2014-06-12? to Fri 2025-08-01 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−1.61%
2025-08-01 |
4.874 TR
2025-08-01 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRW × |
+4.97%
2025-08-01 |
4.33 TR
2025-08-01 |
||||
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
DGRO × |
+5.62%
2025-08-01 |
3.365 TR
2025-08-01 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
VIG × |
+5.17%
2025-08-01 |
5.996 TR
2025-08-01 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
RDVY × |
+6.63%
2025-08-01 |
3.839 TR
2025-08-01 |
||||
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+199.84%
+10.36%/yr |
+12.08%/yr
(R2=0.957) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRW × |
+269.27%
+12.45%/yr |
+12.97%/yr
(R2=0.976) |
||||
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
DGRO × |
+236.54%
+11.51%/yr |
+12.07%/yr
(R2=0.969) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
VIG × |
+229.86%
+11.31%/yr |
+12.11%/yr
(R2=0.972) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
RDVY × |
+270.20%
+12.47%/yr |
+13.16%/yr
(R2=0.945) |
||||
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2014-06-12 |
$29,984.43
2025-08-01 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRW × |
$10,000.00
2014-06-12 |
$36,927.50
2025-08-01 |
||||
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
DGRO × |
$10,000.00
2014-06-12 |
$33,654.15
2025-08-01 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
VIG × |
$10,000.00
2014-06-12 |
$32,986.21
2025-08-01 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
RDVY × |
$10,000.00
2014-06-12 |
$37,019.96
2025-08-01 |
||||
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | DGRW | DGRO | VIG | RDVY |
---|---|---|---|---|---|
2025 (YTD) | −1.61% | +4.97% | +5.62% | +5.17% | +6.63% |
2024 | +11.66% | +16.98% | +16.62% | +16.99% | +16.41% |
2023 | +4.54% | +18.66% | +10.47% | +14.51% | +20.38% |
2022 | −3.26% | −6.33% | −7.91% | −9.81% | −13.27% |
2021 | +29.87% | +24.46% | +26.65% | +23.76% | +31.14% |
2020 | +15.03% | +13.83% | +9.50% | +15.43% | +13.47% |
2019 | +27.29% | +29.55% | +29.87% | +29.62% | +37.71% |
2018 | −5.56% | −5.39% | −2.38% | −2.08% | −9.92% |
2017 | +20.85% | +26.93% | +23.00% | +22.22% | +22.76% |
2016 | +16.45% | +12.10% | +15.20% | +11.96% | +21.85% |
2015 | −0.30% | −0.26% | −0.69% | −1.94% | −3.00% |
2014 | +11.69% | +13.74% | +8.56% | +10.08% | +10.58% |
2013 | +32.88% | +13.17% | — | +28.87% | — |
2012 | +11.39% | — | — | +11.65% | — |
2011 | +5.31% | — | — | +6.16% | — |
2010 | — | — | — | +14.74% | — |
2009 | — | — | — | +19.58% | — |
2008 | — | — | — | −26.69% | — |
2007 | — | — | — | +5.63% | — |
2006 | — | — | — | +8.55% | — |
Thu 2014-06-12? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −8.13% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRW × | −2.17% |
−32.04%
2020-03-23 |
||||
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
DGRO × | −2.51% |
−35.10%
2020-03-23 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
VIG × | −2.41% |
−31.72%
2020-03-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
RDVY × | −2.63% |
−40.60%
2020-03-23 |
||||
First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||