All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2014-06-12💬 to Fri 2026-08-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+311.25%
+12.28%/yr |
+11.94%/yr
R2=0.964 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+299.28%
+12.01%/yr |
+12.27%/yr
R2=0.979 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| DGRO × |
+325.25%
+12.59%/yr |
+12.27%/yr
R2=0.977 |
||||
| iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
| Thu 2014-06-12💬 to Fri 2026-08-28 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2014-06-12 |
$41,125.11
2026-08-28 |
| VIG × |
$10,000.00
2014-06-12 |
$39,927.66
2026-08-28 |
| DGRO × |
$10,000.00
2014-06-12 |
$42,525.37
2026-08-28 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +29.33% | +30.06% |
| VIG × | +11.50% | +16.76% |
| DGRO × | +15.36% | +21.13% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−0.88%
on 2026-08-28 from 2026-08-24 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| VIG × |
−1.44%
on 2026-08-28 from 2026-08-13 peak |
−31.72%
on 2020-03-23 from 2020-02-14 peak |
| DGRO × |
−0.85%
on 2026-08-28 from 2026-08-19 peak |
−35.10%
on 2020-03-23 from 2020-02-12 peak |
| Period ending Fri 2026-08-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +30.06% |
+34.88% +16.14%/yr |
+58.53% +16.60%/yr |
+60.98% +9.99%/yr |
+244.30% +13.16%/yr |
| VIG × | +16.76% |
+29.94% +13.99%/yr |
+58.63% +16.63%/yr |
+64.19% +10.43%/yr |
+244.93% +13.18%/yr |
| DGRO × | +21.13% |
+34.98% +16.18%/yr |
+64.56% +18.06%/yr |
+68.25% +10.97%/yr |
+256.87% +13.57%/yr |
| Year | SCHD | VIG | DGRO |
|---|---|---|---|
| 2026 (YTD) | +29.33% | +11.50% | +15.36% |
| 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% | — |
