All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Thu 2025-07-03 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+2.00%
2025-07-03 |
5.053 TR
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+7.09%
2025-07-03 |
6.105 TR
2025-07-03 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
+7.49%
2025-07-03 |
11.45 TR
2025-07-03 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+405.29%
+12.55%/yr |
+12.39%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+425.33%
+12.87%/yr |
+12.05%/yr
(R2=0.983) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
+562.65%
+14.80%/yr |
+13.35%/yr
(R2=0.978) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$50,529.31
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2011-10-20 |
$52,533.26
2025-07-03 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2011-10-20 |
$66,265.10
2025-07-03 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHD | VIG | SWPPX |
|---|---|---|---|
| 2025 (YTD) | +2.00% | +7.09% | +7.49% |
| 2024 | +11.66% | +16.99% | +24.97% |
| 2023 | +4.54% | +14.51% | +26.26% |
| 2022 | −3.26% | −9.81% | −18.14% |
| 2021 | +29.87% | +23.76% | +28.67% |
| 2020 | +15.03% | +15.43% | +18.38% |
| 2019 | +27.29% | +29.62% | +31.45% |
| 2018 | −5.56% | −2.08% | −4.47% |
| 2017 | +20.85% | +22.22% | +21.81% |
| 2016 | +16.45% | +11.96% | +11.82% |
| 2015 | −0.30% | −1.94% | +1.31% |
| 2014 | +11.69% | +10.08% | +13.55% |
| 2013 | +32.88% | +28.87% | +32.26% |
| 2012 | +11.39% | +11.65% | +15.89% |
| 2011 | +5.31% | +6.16% | +2.02% |
| 2010 | — | +14.74% | +14.98% |
| 2009 | — | +19.58% | +26.26% |
| 2008 | — | −26.69% | −36.70% |
| 2007 | — | +5.63% | +5.45% |
| 2006 | — | +8.55% | +15.68% |
| 2005 | — | — | +4.78% |
| 2004 | — | — | +10.70% |
| 2003 | — | — | +28.47% |
| 2002 | — | — | −22.18% |
| 2001 | — | — | −12.04% |
| 2000 | — | — | −9.19% |
| 1999 | — | — | +20.80% |
| 1998 | — | — | +28.26% |
| 1997 | — | — | +9.33% |
| Thu 2011-10-20? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −4.75% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × | 0.00% |
−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 | ||||||