All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2014-06-12💬 to Fri 2026-11-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+317.73%
+12.22%/yr |
+11.99%/yr
R2=0.966 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+301.29%
+11.86%/yr |
+12.29%/yr
R2=0.980 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| DGRO × |
+329.73%
+12.47%/yr |
+12.32%/yr
R2=0.977 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| Thu 2014-06-12💬 to Fri 2026-11-06 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2014-06-12 |
$41,773.07
2026-11-06 |
| VIG × |
$10,000.00
2014-06-12 |
$40,129.09
2026-11-06 |
| DGRO × |
$10,000.00
2014-06-12 |
$42,972.77
2026-11-06 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +31.37% | +37.26% |
| VIG × | +12.06% | +14.83% |
| DGRO × | +16.57% | +20.63% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−2.87%
on 2026-11-06 from 2026-11-04 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| VIG × |
−3.70%
on 2026-11-06 from 2026-11-04 peak |
−31.72%
on 2020-03-23 from 2020-02-14 peak |
| DGRO × |
−3.32%
on 2026-11-06 from 2026-11-04 peak |
−35.10%
on 2020-03-23 from 2020-02-12 peak |
| Period ending Fri 2026-11-06 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +37.26% |
+30.15% +14.08%/yr |
+68.31% +18.95%/yr |
+59.86% +9.84%/yr |
+260.77% +13.69%/yr |
| VIG × | +14.83% |
+24.98% +11.80%/yr |
+62.42% +17.55%/yr |
+59.54% +9.79%/yr |
+261.44% +13.71%/yr |
| DGRO × | +20.63% |
+30.30% +14.15%/yr |
+71.11% +19.61%/yr |
+65.81% +10.64%/yr |
+275.34% +14.14%/yr |
| Year | SCHD | VIG | DGRO |
|---|---|---|---|
| 2026 (YTD) | +31.37% | +12.06% | +16.57% |
| 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% | — |
