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

Total Real Returns

SCHD,O,VTI: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2025-08-01 YTD
Return
TR
Price
SCHD
×
−1.61%
2025-08-01
4.874 TR
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+10.02%
2025-08-01
47.98 TR
2025-08-01
Realty Income Corporation NYSE Common Stock
VTI
×
+6.19%
2025-08-01
8.184 TR
2025-08-01
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
SCHD
×
+387.37%
+12.18%/yr
+12.36%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+243.99%
+9.38%/yr
+8.53%/yr
(R2=0.842)
Realty Income Corporation NYSE Common Stock
VTI
×
+528.21%
+14.26%/yr
+12.93%/yr
(R2=0.973)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$48,737.23
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2011-10-20
$34,398.68
2025-08-01
Realty Income Corporation NYSE Common Stock
VTI
×
$10,000.00
2011-10-20
$62,821.31
2025-08-01
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SCHD O VTI
2025 (YTD) −1.61% +10.02% +6.19%
2024 +11.66% −2.11% +23.81%
2023 +4.54% −4.55% +26.05%
2022 −3.26% −7.37% −19.52%
2021 +29.87% +24.09% +25.68%
2020 +15.03% −11.47% +21.08%
2019 +27.29% +21.27% +30.67%
2018 −5.56% +15.95% −5.23%
2017 +20.85% +3.68% +21.21%
2016 +16.45% +15.79% +12.82%
2015 −0.30% +13.38% +0.36%
2014 +11.69% +34.35% +12.55%
2013 +32.88% −2.30% +33.45%
2012 +11.39% +20.32% +16.45%
2011 +5.31% +7.53% +0.97%
2010 +39.32% +17.43%
2009 +20.82% +28.90%
2008 −8.22% −36.99%
2007 +3.27% +5.37%
2006 +36.05% +15.70%
2005 −9.40% +6.30%
2004 +33.87% +12.78%
2003 +21.61% +30.74%
2002 +27.47% −20.48%
2001 +28.13% −7.29%
2000 +32.73%
1999 −9.12%
1998 +5.59%
1997 +14.77%
1996 +14.70%
1995 +46.26%
1994 +10.03%

Drawdowns

Thu 2011-10-20? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
SCHD
×
−8.13% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−11.02% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock
VTI
×
−2.53% −35.00%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund