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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-08-01 YTD
Return
TR
Price
SCHD
×
−0.76%
2025-08-01
4.874 TR
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+6.56%
2025-08-01
5.996 TR
2025-08-01
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SWPPX
×
+6.84%
2025-08-01
11.22 TR
2025-08-01
Schwab S&P 500 Index Fund Mutual Fund

Returns

Thu 2011-10-20? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
SCHD
×
+387.37%
+12.18%/yr
+12.36%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+415.93%
+12.64%/yr
+12.05%/yr
(R2=0.983)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SWPPX
×
+543.10%
+14.46%/yr
+13.10%/yr
(R2=0.977)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$48,737.23
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
$10,000.00
2011-10-20
$51,592.86
2025-08-01
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SWPPX
×
$10,000.00
2011-10-20
$64,309.63
2025-08-01
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year SCHD VIG SWPPX
2025 (YTD) −0.76% +6.56% +6.84%
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% +28.55%
2020 +15.03% +15.43% +18.38%
2019 +27.29% +29.62% +31.22%
2018 −5.56% −2.08% −4.92%
2017 +20.85% +22.22% +21.76%
2016 +16.45% +11.96% +11.21%
2015 −0.30% −1.94% +0.26%
2014 +11.69% +10.08% +13.55%
2013 +32.88% +28.87% +32.26%
2012 +11.39% +11.65% +15.90%
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 +21.97%
1998 +28.26%
1997 +9.33%

Drawdowns

Thu 2011-10-20? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
SCHD
×
−8.13% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
−2.41% −31.72%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SWPPX
×
−2.37% −33.80%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund