All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+20.70%
2026-05-22 |
+31.35%
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+6.47%
2026-05-22 |
+21.54%
2026-05-22 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
+9.64%
2026-05-22 |
+29.44%
2026-05-22 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+523.84%
+13.37%/yr |
+12.20%/yr
(R2=0.977) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+496.34%
+13.02%/yr |
+12.13%/yr
(R2=0.985) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
+696.64%
+15.29%/yr |
+13.60%/yr
(R2=0.981) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$62,383.61
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2011-10-20 |
$59,633.91
2026-05-22 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2011-10-20 |
$79,663.61
2026-05-22 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHD | VIG | SWPPX |
|---|---|---|---|
| 2026 (YTD) | +20.70% | +6.47% | +9.64% |
| 2025 | +4.34% | +14.17% | +17.87% |
| 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% | +31.46% |
| 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% | +32.27% |
| 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% | +5.46% |
| 2006 | — | +8.55% | +15.68% |
| 2005 | — | — | +4.78% |
| 2004 | — | — | +10.70% |
| 2003 | — | — | +28.47% |
| 2002 | — | — | −22.18% |
| 2001 | — | — | −12.04% |
| 2000 | — | — | −9.19% |
| 1999 | — | — | +30.72% |
| 1998 | — | — | +28.25% |
| 1997 | — | — | +16.32% |
| Thu 2011-10-20? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | — |
−33.37%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × | — |
−31.72%
2020-03-23 from 2020-02-14 peak |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
−0.31%
from 2026-05-14 peak |
−33.80%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +31.35% |
+34.12% +15.82%/yr |
+56.00% +15.97%/yr |
+53.15% +8.90%/yr |
+245.47% +13.19%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × | +21.54% |
+31.52% +14.69%/yr |
+58.04% +16.48%/yr |
+65.42% +10.59%/yr |
+249.60% +13.33%/yr |
|
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × | +29.44% |
+44.35% +20.16%/yr |
+85.49% +22.86%/yr |
+92.99% +14.05%/yr |
+329.43% +15.68%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||