All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Wed 2025-08-27 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+3.94%
2025-08-27 |
5.149 TR
2025-08-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+8.82%
2025-08-27 |
6.204 TR
2025-08-27 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
+11.13%
2025-08-27 |
16720 TR
2025-08-27 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Wed 2025-08-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+414.90%
+12.56%/yr |
+12.33%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+433.85%
+12.85%/yr |
+12.05%/yr
(R2=0.983) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
+5,005.34%
+32.83%/yr |
+28.73%/yr
(R2=0.790) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Wed 2025-08-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$51,490.01
2025-08-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2011-10-20 |
$53,385.17
2025-08-27 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2011-10-20 |
$510,534.35
2025-08-27 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHD | VIG | SWPPX |
|---|---|---|---|
| 2025 (YTD) | +3.94% | +8.82% | +11.13% |
| 2024 | +11.66% | +16.99% | +32.91% |
| 2023 | +4.54% | +14.51% | +163.92% |
| 2022 | −3.26% | −9.81% | +88.71% |
| 2021 | +29.87% | +23.76% | +121.39% |
| 2020 | +15.03% | +15.43% | +16.26% |
| 2019 | +27.29% | +29.62% | +28.92% |
| 2018 | −5.56% | −2.08% | −2.44% |
| 2017 | +20.85% | +22.22% | +19.67% |
| 2016 | +16.45% | +11.96% | +9.07% |
| 2015 | −0.30% | −1.94% | −1.88% |
| 2014 | +11.69% | +10.08% | +11.47% |
| 2013 | +32.88% | +28.87% | +30.01% |
| 2012 | +11.39% | +11.65% | +13.40% |
| 2011 | +5.31% | +6.16% | +0.00% |
| 2010 | — | +14.74% | +12.86% |
| 2009 | — | +19.58% | +153.65% |
| 2008 | — | −26.69% | −38.62% |
| 2007 | — | +5.63% | +3.60% |
| 2006 | — | +8.55% | +179.69% |
| 2005 | — | — | +2.99% |
| 2004 | — | — | +8.90% |
| 2003 | — | — | +151.72% |
| 2002 | — | — | +82.68% |
| 2001 | — | — | +47.67% |
| 2000 | — | — | +38.71% |
| 1999 | — | — | +100.00% |
| 1998 | — | — | +93.75% |
| 1997 | — | — | +60.00% |
| Thu 2011-10-20? to Wed 2025-08-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −2.94% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × | −0.10% |
−31.72%
2020-03-23 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × | 0.00% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||