All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 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 | ||||||
| FXAIX × |
+11.26%
2026-05-29 |
+29.76%
2026-05-29 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VT × |
+12.36%
2026-05-29 |
+30.40%
2026-05-29 |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-05-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+517.57%
+13.27%/yr |
+12.20%/yr
(R2=0.977) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| FXAIX × |
+716.98%
+15.47%/yr |
+13.67%/yr
(R2=0.981) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VT × |
+407.94%
+11.77%/yr |
+9.78%/yr
(R2=0.955) |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-05-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$61,756.55
2026-05-29 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| FXAIX × |
$10,000.00
2011-10-20 |
$81,697.77
2026-05-29 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VT × |
$10,000.00
2011-10-20 |
$50,794.43
2026-05-29 |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | SCHD | FXAIX | VT |
|---|---|---|---|
| 2026 (YTD) | +19.49% | +11.26% | +12.36% |
| 2025 | +4.34% | +18.20% | +22.44% |
| 2024 | +11.66% | +25.01% | +16.49% |
| 2023 | +4.54% | +26.29% | +22.04% |
| 2022 | −3.26% | −18.14% | −18.01% |
| 2021 | +29.87% | +28.71% | +18.27% |
| 2020 | +15.03% | +18.42% | +16.59% |
| 2019 | +27.29% | +31.48% | +26.81% |
| 2018 | −5.56% | −4.43% | −9.76% |
| 2017 | +20.85% | +21.82% | +24.50% |
| 2016 | +16.45% | +11.97% | +8.50% |
| 2015 | −0.30% | +1.38% | −1.86% |
| 2014 | +11.69% | +13.67% | +3.68% |
| 2013 | +32.88% | +32.39% | +22.94% |
| 2012 | +11.39% | +16.00% | +17.12% |
| 2011 | +5.31% | −5.95% | −7.51% |
| 2010 | — | — | +13.08% |
| 2009 | — | — | +32.66% |
| 2008 | — | — | −33.05% |
| Thu 2011-10-20💬 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 | ||||||
| FXAIX × | — |
−33.79%
2020-03-23 from 2020-02-19 peak |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VT × | — |
−34.24%
2020-03-23 from 2020-02-12 peak |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| 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 | ||||||
| FXAIX × | +29.76% |
+48.05% +21.69%/yr |
+88.26% +23.40%/yr |
+94.24% +14.19%/yr |
+328.30% +15.65%/yr |
|
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VT × | +30.40% |
+48.39% +21.83%/yr |
+80.10% +21.60%/yr |
+70.16% +11.21%/yr |
+234.20% +12.82%/yr |
|
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
