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 Tue 2026-08-04 Overall
Return 		Exponential
Trendline
SCHD × 		+237.92%
+13.11%/yr 		+11.86%/yr
R2=0.941
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV × 		+260.32%
+13.85%/yr 		+12.82%/yr
R2=0.946
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO × 		+262.31%
+13.91%/yr 		+12.14%/yr
R2=0.962
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2016-09-15💬 to Tue 2026-08-04 Start
Value 		End
Value
SCHD × 		$10,000.00
2016-09-15 		$33,792.22
2026-08-04
FDVV × 		$10,000.00
2016-09-15 		$36,032.18
2026-08-04
DGRO × 		$10,000.00
2016-09-15 		$36,230.69
2026-08-04

This Year’s Performance

through 2026-08-04

  YTD YoY
SCHD × 		+25.44% +31.88%
FDVV × 		+14.70% +22.82%
DGRO × 		+15.02% +24.63%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−0.12%
on 2026-08-04
from 2026-07-28 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak
FDVV × 		—
on 2026-08-04 		−40.25%
on 2020-03-23
from 2020-02-14 peak
DGRO × 		—
on 2026-08-04 		−35.10%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Tue 2026-08-04 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+31.88% +35.20%
+16.28%/yr 		+52.93%
+15.21%/yr 		+59.93%
+9.85%/yr 		+235.29%
+12.86%/yr
FDVV × 		+22.82% +42.92%
+19.55%/yr 		+73.08%
+20.07%/yr 		+99.40%
+14.80%/yr 		—
DGRO × 		+24.63% +39.56%
+18.14%/yr 		+62.29%
+17.52%/yr 		+71.49%
+11.39%/yr 		+256.98%
+13.57%/yr

Annual Returns

Year SCHD FDVV DGRO
2026 (YTD) +25.44% +14.70% +15.02%
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% — —