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 2025-12-11 YTD
Return
TR
Price
SCHD
×
+5.29%
2025-12-11
5.216 TR
2025-12-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+17.81%
2025-12-11
3.161 TR
2025-12-11
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+16.86%
2025-12-11
3.724 TR
2025-12-11
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2016-09-15? to Thu 2025-12-11 Overall
Return
Exponential
Trendline
SCHD
×
+171.85%
+11.43%/yr
+11.82%/yr
(R2=0.929)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+216.08%
+13.27%/yr
+12.38%/yr
(R2=0.937)
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+218.17%
+13.35%/yr
+11.91%/yr
(R2=0.955)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15? to Thu 2025-12-11 Start
Value
End
Value
SCHD
×
$10,000.00
2016-09-15
$27,184.69
2025-12-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
$10,000.00
2016-09-15
$31,607.85
2025-12-11
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2016-09-15
$31,817.38
2025-12-11
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD FDVV DGRO
2025 (YTD) +5.29% +17.81% +16.86%
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 2025-12-11 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.68% −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