All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2016-12-14💬 to Wed 2026-10-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+234.31%
+13.01%/yr |
+11.89%/yr
R2=0.940 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
+223.94%
+12.65%/yr |
+12.03%/yr
R2=0.974 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| DGRO × |
+245.29%
+13.38%/yr |
+12.13%/yr
R2=0.962 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| HDV × |
+162.52%
+10.27%/yr |
+8.85%/yr
R2=0.926 |
||||
| iShares Core High Dividend ETF Exchange-Traded Fund | ||||||
| Wed 2016-12-14💬 to Wed 2026-10-28 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2016-12-14 |
$33,430.83
2026-10-28 |
| DIVO × |
$10,000.00
2016-12-14 |
$32,394.27
2026-10-28 |
| DGRO × |
$10,000.00
2016-12-14 |
$34,528.99
2026-10-28 |
| HDV × |
$10,000.00
2016-12-14 |
$26,252.44
2026-10-28 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +31.07% | +34.52% |
| DIVO × | +11.72% | +12.71% |
| DGRO × | +17.01% | +18.75% |
| HDV × | +27.35% | +29.36% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−0.88%
on 2026-10-28 from 2026-10-22 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| DIVO × |
−1.16%
on 2026-10-28 from 2026-09-03 peak |
−30.04%
on 2020-03-23 from 2020-01-17 peak |
| DGRO × |
−0.24%
on 2026-10-28 from 2026-10-22 peak |
−35.10%
on 2020-03-23 from 2020-02-12 peak |
| HDV × |
−0.98%
on 2026-10-28 from 2026-10-22 peak |
−37.04%
on 2020-03-23 from 2019-12-23 peak |
| Period ending Wed 2026-10-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +34.52% |
+33.16% +15.39%/yr |
+75.55% +20.63%/yr |
+62.28% +10.17%/yr |
+254.24% +13.48%/yr |
| DIVO × | +12.71% |
+30.97% +14.44%/yr |
+66.61% +18.55%/yr |
+67.15% +10.82%/yr |
— |
| DGRO × | +18.75% |
+32.98% +15.32%/yr |
+80.64% +21.79%/yr |
+69.06% +11.07%/yr |
+270.80% +14.00%/yr |
| HDV × | +29.36% |
+37.20% +17.13%/yr |
+78.63% +21.34%/yr |
+84.16% +12.99%/yr |
+174.24% +10.61%/yr |
| Year | SCHD | DIVO | DGRO | HDV |
|---|---|---|---|---|
| 2026 (YTD) | +31.07% | +11.72% | +17.01% | +27.35% |
| 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% | +13.40% |
| 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% |