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 Fri 2026-05-01? YTD
Return
TR
Price
SCHD
×
+16.51%
2026-05-01
6.054 TR
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+5.10%
2026-05-01
3.302 TR
2026-05-01
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+6.17%
2026-05-01
3.918 TR
2026-05-01
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2016-09-15? to Fri 2026-05-01? Overall
Return
Exponential
Trendline
SCHD
×
+215.55%
+12.68%/yr
+11.80%/yr
(R2=0.936)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+230.16%
+13.21%/yr
+12.63%/yr
(R2=0.943)
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+234.74%
+13.38%/yr
+12.03%/yr
(R2=0.960)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15? to Fri 2026-05-01? Start
Value
End
Value
SCHD
×
$10,000.00
2016-09-15
$31,554.55
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
$10,000.00
2016-09-15
$33,015.89
2026-05-01
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2016-09-15
$33,474.35
2026-05-01
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD FDVV DGRO
2026 (YTD) +16.51% +5.10% +6.17%
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 Fri 2026-05-01? Current
Drawdown
Worst
Drawdown
SCHD
×
−0.65% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
−0.53% −40.25%
2020-03-23
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
−0.35% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund