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

Total Real Returns

SCHD vs. DIVO vs. DGRO vs. HDV: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Wed 2016-12-14💬 to Fri 2026-08-28 Overall
Return 		Exponential
Trendline
SCHD × 		+229.87%
+13.09%/yr 		+11.83%/yr
R2=0.937
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO × 		+224.70%
+12.91%/yr 		+11.98%/yr
R2=0.973
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO × 		+240.42%
+13.46%/yr 		+12.07%/yr
R2=0.960
iShares Core Dividend Growth ETF Exchange-Traded Fund
HDV × 		+154.44%
+10.10%/yr 		+8.68%/yr
R2=0.926
iShares Core High Dividend ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2016-12-14💬 to Fri 2026-08-28 Start
Value 		End
Value
SCHD × 		$10,000.00
2016-12-14 		$32,987.39
2026-08-28
DIVO × 		$10,000.00
2016-12-14 		$32,469.93
2026-08-28
DGRO × 		$10,000.00
2016-12-14 		$34,041.68
2026-08-28
HDV × 		$10,000.00
2016-12-14 		$25,444.46
2026-08-28

This Year’s Performance

through 2026-08-28

  YTD YoY
SCHD × 		+29.33% +30.06%
DIVO × 		+11.98% +18.21%
DGRO × 		+15.36% +21.13%
HDV × 		+23.43% +24.60%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−0.88%
on 2026-08-28
from 2026-08-24 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak
DIVO × 		−0.74%
on 2026-08-28
from 2026-08-25 peak 		−30.04%
on 2020-03-23
from 2020-01-17 peak
DGRO × 		−0.85%
on 2026-08-28
from 2026-08-19 peak 		−35.10%
on 2020-03-23
from 2020-02-12 peak
HDV × 		−1.64%
on 2026-08-28
from 2026-08-19 peak 		−37.04%
on 2020-03-23
from 2019-12-23 peak

Rolling Returns

Period ending Fri 2026-08-28 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+30.06% +34.88%
+16.14%/yr 		+58.53%
+16.60%/yr 		+60.98%
+9.99%/yr 		+244.30%
+13.16%/yr
DIVO × 		+18.21% +34.89%
+16.14%/yr 		+58.63%
+16.62%/yr 		+70.38%
+11.25%/yr 		—
DGRO × 		+21.13% +34.98%
+16.18%/yr 		+64.56%
+18.06%/yr 		+68.25%
+10.97%/yr 		+256.87%
+13.57%/yr
HDV × 		+24.60% +34.81%
+16.11%/yr 		+59.93%
+16.94%/yr 		+81.14%
+12.62%/yr 		+159.24%
+9.99%/yr

Annual Returns

Year SCHD DIVO DGRO HDV
2026 (YTD) +29.33% +11.98% +15.36% +23.43%
2025 +4.34% +17.40% +15.69% +11.90%
2024 +11.66% +16.22% +16.62% +14.16%
2023 +4.54% +6.95% +10.47% +1.72%
2022 −3.26% −1.46% −7.91% +7.05%
2021 +29.87% +22.88% +26.65% +19.45%
2020 +15.03% +12.41% +9.50% −6.48%
2019 +27.29% +24.90% +29.87% +20.22%
2018 −5.56% −3.18% −2.38% −3.01%
2017 +20.85% +21.41% +23.00% +13.39%
2016 +16.45% −0.56% +15.20% +15.85%
2015 −0.30% — −0.69% −0.27%
2014 +11.69% — +8.56% +12.57%
2013 +32.88% — — +23.59%
2012 +11.39% — — +9.67%
2011 +5.31% — — +11.42%