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

Total Real Returns

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

Thu 2016-09-15💬 to Thu 2026-06-18 YTD
Return
1 Year
Return
SCHD
×
+17.13%
2026-06-18
+24.21%
2026-06-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+8.66%
2026-06-18
+23.21%
2026-06-18
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+8.76%
2026-06-18
+22.75%
2026-06-18
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2016-09-15💬 to Thu 2026-06-18 Overall
Return
Exponential
Trendline
SCHD
×
+215.55%
+12.50%/yr
+11.83%/yr
(R2=0.938)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+241.34%
+13.41%/yr
+12.72%/yr
(R2=0.945)
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+242.57%
+13.45%/yr
+12.08%/yr
(R2=0.961)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15💬 to Thu 2026-06-18 Start
Value
End
Value
SCHD
×
$10,000.00
2016-09-15
$31,554.55
2026-06-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
$10,000.00
2016-09-15
$34,133.67
2026-06-18
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2016-09-15
$34,257.30
2026-06-18
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD FDVV DGRO
2026 (YTD) +17.13% +8.66% +8.76%
2025 +4.34% +17.09% +15.69%
2024 +11.66% +21.81% +16.62%
2023 +4.54% +18.00% +10.47%
2022 −3.26% −4.21% −7.91%
2021 +29.87% +29.24% +26.65%
2020 +15.03% +2.80% +9.50%
2019 +27.29% +24.07% +29.87%
2018 −5.56% −1.26% −2.38%
2017 +20.85% +13.96% +23.00%
2016 +16.45% +5.05% +15.20%
2015 −0.30% −0.69%
2014 +11.69% +8.56%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Thu 2016-09-15💬 to Thu 2026-06-18 Current
Drawdown
Worst
Drawdown
SCHD
×
−2.95%
from 2026-05-22 peak
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
−1.07%
from 2026-06-15 peak
−40.25%
2020-03-23
from 2020-02-14 peak
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
−1.29%
from 2026-06-16 peak
−35.10%
2020-03-23
from 2020-02-12 peak
iShares Core Dividend Growth ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-06-18 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+24.21% +32.78%
+15.23%/yr
+45.73%
+13.38%/yr
+54.34%
+9.07%/yr
+226.49%
+12.56%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+23.21% +36.42%
+16.80%/yr
+68.52%
+19.00%/yr
+95.18%
+14.31%/yr
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+22.75% +35.32%
+16.33%/yr
+55.96%
+15.97%/yr
+71.33%
+11.37%/yr
+251.62%
+13.40%/yr
iShares Core Dividend Growth ETF Exchange-Traded Fund