All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Fri 2026-10-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+580.91%
+13.63%/yr |
+12.25%/yr
R2=0.978 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VGT × |
+1,714.21%
+21.30%/yr |
+21.01%/yr
R2=0.982 |
||||
| Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-10-23 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$68,091.43
2026-10-23 |
| VGT × |
$10,000.00
2011-10-20 |
$181,420.98
2026-10-23 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +31.74% | +35.06% |
| VGT × | +26.91% | +25.62% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−0.37%
on 2026-10-23 from 2026-10-22 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| VGT × |
−8.19%
on 2026-10-23 from 2026-10-06 peak |
−35.07%
on 2022-10-14 from 2021-12-27 peak |
| Period ending Fri 2026-10-23 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +35.06% |
+34.03% +15.77%/yr |
+71.71% +19.75%/yr |
+62.15% +10.15%/yr |
+257.86% +13.60%/yr |
| VGT × | +25.62% |
+61.13% +26.94%/yr |
+136.31% +33.20%/yr |
+130.61% +18.19%/yr |
+767.11% +24.11%/yr |
| Year | SCHD | VGT |
|---|---|---|
| 2026 (YTD) | +31.74% | +26.91% |
| 2025 | +4.34% | +21.77% |
| 2024 | +11.66% | +29.30% |
| 2023 | +4.54% | +52.66% |
| 2022 | −3.26% | −29.70% |
| 2021 | +29.87% | +30.45% |
| 2020 | +15.03% | +46.04% |
| 2019 | +27.29% | +48.62% |
| 2018 | −5.56% | +2.46% |
| 2017 | +20.85% | +37.08% |
| 2016 | +16.45% | +13.77% |
| 2015 | −0.30% | +5.05% |
| 2014 | +11.69% | +18.02% |
| 2013 | +32.88% | +30.97% |
| 2012 | +11.39% | +13.96% |
| 2011 | +5.31% | +0.54% |
| 2010 | — | +12.78% |
| 2009 | — | +61.89% |
| 2008 | — | −42.82% |
| 2007 | — | +14.78% |
| 2006 | — | +8.85% |
| 2005 | — | +3.00% |
| 2004 | — | −2.86% |