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 Tue 2026-02-03 YTD
Return
TR
Price
SCHD
×
+11.19%
2026-02-03
5.747 TR
2026-02-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+3.07%
2026-02-03
3.238 TR
2026-02-03
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+4.45%
2026-02-03
3.851 TR
2026-02-03
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2016-09-15? to Tue 2026-02-03 Overall
Return
Exponential
Trendline
SCHD
×
+199.54%
+12.40%/yr
+11.76%/yr
(R2=0.931)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+223.78%
+13.34%/yr
+12.48%/yr
(R2=0.939)
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+229.01%
+13.53%/yr
+11.96%/yr
(R2=0.957)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15? to Tue 2026-02-03 Start
Value
End
Value
SCHD
×
$10,000.00
2016-09-15
$29,954.23
2026-02-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
$10,000.00
2016-09-15
$32,377.83
2026-02-03
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2016-09-15
$32,900.92
2026-02-03
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD FDVV DGRO
2026 (YTD) +11.19% +3.07% +4.45%
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 Tue 2026-02-03 Current
Drawdown
Worst
Drawdown
SCHD
×
0.00% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
0.00% −40.25%
2020-03-23
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
0.00% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund