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

Total Real Returns

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

Growth of $10,000

Thu 2016-09-15💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
SCHD × 		+228.54%
+12.55%/yr 		+11.94%/yr
R2=0.943
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV × 		+247.17%
+13.17%/yr 		+12.95%/yr
R2=0.948
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO × 		+251.22%
+13.30%/yr 		+12.22%/yr
R2=0.964
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2016-09-15💬 to Wed 2026-10-07 Start
Value 		End
Value
SCHD × 		$10,000.00
2016-09-15 		$32,853.69
2026-10-07
FDVV × 		$10,000.00
2016-09-15 		$34,716.83
2026-10-07
DGRO × 		$10,000.00
2016-09-15 		$35,121.54
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
SCHD × 		+21.95% +23.88%
FDVV × 		+10.52% +13.06%
DGRO × 		+11.50% +13.77%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−6.53%
on 2026-10-07
from 2026-08-24 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak
FDVV × 		−4.20%
on 2026-10-07
from 2026-08-13 peak 		−40.25%
on 2020-03-23
from 2020-02-14 peak
DGRO × 		−4.16%
on 2026-10-07
from 2026-08-19 peak 		−35.10%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+23.88% +24.87%
+11.74%/yr 		+56.94%
+16.21%/yr 		+53.91%
+9.01%/yr 		+226.78%
+12.57%/yr
FDVV × 		+13.06% +29.88%
+13.97%/yr 		+75.84%
+20.70%/yr 		+90.74%
+13.79%/yr 		+246.76%
+13.24%/yr
DGRO × 		+13.77% +28.00%
+13.14%/yr 		+66.41%
+18.50%/yr 		+66.24%
+10.70%/yr 		+250.25%
+13.35%/yr

Annual Returns

Year SCHD FDVV DGRO
2026 (YTD) +21.95% +10.52% +11.50%
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% — —