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

Total Real Returns

SCHD,VIG,DGRO: Total Return Chart (with Dividends Reinvested)

Thu 2014-06-12💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
SCHD
×
+20.03%
2026-07-02
+22.96%
2026-07-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+9.46%
2026-07-02
+17.46%
2026-07-02
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
+12.30%
2026-07-02
+21.54%
2026-07-02
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
SCHD
×
+281.67%
+11.75%/yr
+11.89%/yr
(R2=0.963)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+291.97%
+12.00%/yr
+12.22%/yr
(R2=0.978)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
+314.00%
+12.51%/yr
+12.21%/yr
(R2=0.976)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12💬 to Thu 2026-07-02 Start
Value
End
Value
SCHD
×
$10,000.00
2014-06-12
$38,167.40
2026-07-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
$10,000.00
2014-06-12
$39,196.68
2026-07-02
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$41,400.08
2026-07-02
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD VIG DGRO
2026 (YTD) +20.03% +9.46% +12.30%
2025 +4.34% +14.17% +15.69%
2024 +11.66% +16.99% +16.62%
2023 +4.54% +14.51% +10.47%
2022 −3.26% −9.81% −7.91%
2021 +29.87% +23.76% +26.65%
2020 +15.03% +15.43% +9.50%
2019 +27.29% +29.62% +29.87%
2018 −5.56% −2.08% −2.38%
2017 +20.85% +22.22% +23.00%
2016 +16.45% +11.96% +15.20%
2015 −0.30% −1.94% −0.69%
2014 +11.69% +10.08% +8.56%
2013 +32.88% +28.87%
2012 +11.39% +11.65%
2011 +5.31% +6.16%
2010 +14.74%
2009 +19.58%
2008 −26.69%
2007 +5.63%
2006 +8.55%

Drawdowns

Thu 2014-06-12💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
SCHD
×
−0.56%
from 2026-05-22 peak
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
−31.72%
2020-03-23
from 2020-02-14 peak
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
−35.10%
2020-03-23
from 2020-02-12 peak
iShares Core Dividend Growth ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+22.96% +34.96%
+16.17%/yr
+49.44%
+14.33%/yr
+52.69%
+8.83%/yr
+227.24%
+12.59%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+17.46% +34.70%
+16.06%/yr
+54.97%
+15.72%/yr
+66.99%
+10.80%/yr
+246.14%
+13.22%/yr
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
+21.54% +39.90%
+18.28%/yr
+60.57%
+17.10%/yr
+69.80%
+11.17%/yr
+256.97%
+13.57%/yr
iShares Core Dividend Growth ETF Exchange-Traded Fund