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 Mon 2025-09-22 YTD
Return
TR
Price
SCHD
×
+1.63%
2025-09-22
5.034 TR
2025-09-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+13.86%
2025-09-22
3.055 TR
2025-09-22
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+11.96%
2025-09-22
3.568 TR
2025-09-22
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2016-09-15? to Mon 2025-09-22 Overall
Return
Exponential
Trendline
SCHD
×
+162.40%
+11.29%/yr
+12.00%/yr
(R2=0.928)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+205.46%
+13.18%/yr
+12.20%/yr
(R2=0.933)
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
+204.83%
+13.15%/yr
+11.86%/yr
(R2=0.951)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15? to Mon 2025-09-22 Start
Value
End
Value
SCHD
×
$10,000.00
2016-09-15
$26,240.02
2025-09-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
$10,000.00
2016-09-15
$30,545.82
2025-09-22
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2016-09-15
$30,482.83
2025-09-22
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD FDVV DGRO
2025 (YTD) +1.63% +13.86% +11.96%
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 Mon 2025-09-22 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.10% −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
×
−0.09% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund