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

Total Real Returns

SCHD,FDVV,VYM: Total Return Chart (with Dividends Reinvested)

Thu 2016-09-15💬 to Fri 2026-05-29 YTD
Return
1 Year
Return
SCHD
×
+19.49%
2026-05-29
+28.89%
2026-05-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+9.60%
2026-05-29
+26.42%
2026-05-29
Fidelity High Dividend ETF Exchange-Traded Fund
VYM
×
+11.57%
2026-05-29
+26.78%
2026-05-29
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2016-09-15💬 to Fri 2026-05-29 Overall
Return
Exponential
Trendline
SCHD
×
+221.88%
+12.81%/yr
+11.81%/yr
(R2=0.937)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+244.29%
+13.59%/yr
+12.68%/yr
(R2=0.944)
Fidelity High Dividend ETF Exchange-Traded Fund
VYM
×
+197.91%
+11.91%/yr
+10.36%/yr
(R2=0.941)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15💬 to Fri 2026-05-29 Start
Value
End
Value
SCHD
×
$10,000.00
2016-09-15
$32,188.42
2026-05-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
$10,000.00
2016-09-15
$34,429.02
2026-05-29
Fidelity High Dividend ETF Exchange-Traded Fund
VYM
×
$10,000.00
2016-09-15
$29,790.78
2026-05-29
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SCHD FDVV VYM
2026 (YTD) +19.49% +9.60% +11.57%
2025 +4.34% +17.09% +15.43%
2024 +11.66% +21.81% +17.60%
2023 +4.54% +18.00% +6.59%
2022 −3.26% −4.21% −0.45%
2021 +29.87% +29.24% +26.20%
2020 +15.03% +2.80% +1.15%
2019 +27.29% +24.07% +24.06%
2018 −5.56% −1.26% −5.92%
2017 +20.85% +13.96% +16.42%
2016 +16.45% +5.05% +17.04%
2015 −0.30% +0.28%
2014 +11.69% +13.54%
2013 +32.88% +30.08%
2012 +11.39% +12.69%
2011 +5.31% +10.55%
2010 +14.22%
2009 +17.19%
2008 −31.92%
2007 +1.37%
2006 +2.82%

Drawdowns

Thu 2016-09-15💬 to Fri 2026-05-29 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.01%
from 2026-05-22 peak
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
−40.25%
2020-03-23
from 2020-02-14 peak
Fidelity High Dividend ETF Exchange-Traded Fund
VYM
×
−35.21%
2020-03-23
from 2020-01-17 peak
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-29 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+28.89% +37.61%
+17.32%/yr
+54.80%
+15.63%/yr
+51.38%
+8.64%/yr
+234.93%
+12.84%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV
×
+26.42% +41.83%
+19.11%/yr
+78.43%
+21.22%/yr
+92.09%
+13.94%/yr
Fidelity High Dividend ETF Exchange-Traded Fund
VYM
×
+26.78% +43.18%
+19.67%/yr
+69.41%
+19.15%/yr
+72.62%
+11.53%/yr
+206.48%
+11.85%/yr
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund