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 Fri 2026-09-18 Overall
Return 		Exponential
Trendline
SCHD × 		+236.23%
+12.88%/yr 		+11.93%/yr
R2=0.943
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV × 		+249.51%
+13.32%/yr 		+12.92%/yr
R2=0.948
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO × 		+253.79%
+13.46%/yr 		+12.21%/yr
R2=0.963
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2016-09-15💬 to Fri 2026-09-18 Start
Value 		End
Value
SCHD × 		$10,000.00
2016-09-15 		$33,622.51
2026-09-18
FDVV × 		$10,000.00
2016-09-15 		$34,950.54
2026-09-18
DGRO × 		$10,000.00
2016-09-15 		$35,379.21
2026-09-18

This Year’s Performance

through 2026-09-18

  YTD YoY
SCHD × 		+24.81% +27.20%
FDVV × 		+11.26% +15.06%
DGRO × 		+12.32% +16.32%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−4.35%
on 2026-09-18
from 2026-08-24 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak
FDVV × 		−3.56%
on 2026-09-18
from 2026-08-13 peak 		−40.25%
on 2020-03-23
from 2020-02-14 peak
DGRO × 		−3.46%
on 2026-09-18
from 2026-08-19 peak 		−35.10%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Fri 2026-09-18 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+27.20% +29.18%
+13.66%/yr 		+53.28%
+15.30%/yr 		+59.86%
+9.84%/yr 		+237.19%
+12.92%/yr
FDVV × 		+15.06% +32.36%
+15.05%/yr 		+69.25%
+19.17%/yr 		+93.30%
+14.09%/yr 		+251.67%
+13.40%/yr
DGRO × 		+16.32% +30.11%
+14.07%/yr 		+60.13%
+16.99%/yr 		+68.31%
+10.97%/yr 		+255.19%
+13.51%/yr

Annual Returns

Year SCHD FDVV DGRO
2026 (YTD) +24.81% +11.26% +12.32%
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% — —