All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Mon 2026-05-18 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+17.79%
2026-05-18 |
+25.10%
2026-05-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOOV × |
+6.53%
2026-05-18 |
+19.55%
2026-05-18 |
||||
| Vanguard S&P 500 Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VTV × |
+9.18%
2026-05-18 |
+22.37%
2026-05-18 |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Mon 2026-05-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+508.82%
+13.19%/yr |
+12.19%/yr
(R2=0.976) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOOV × |
+462.51%
+12.58%/yr |
+10.84%/yr
(R2=0.972) |
||||
| Vanguard S&P 500 Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VTV × |
+494.63%
+13.01%/yr |
+11.19%/yr
(R2=0.974) |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Mon 2026-05-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$60,882.45
2026-05-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOOV × |
$10,000.00
2011-10-20 |
$56,250.71
2026-05-18 |
||||
| Vanguard S&P 500 Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VTV × |
$10,000.00
2011-10-20 |
$59,462.95
2026-05-18 |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | SCHD | VOOV | VTV |
|---|---|---|---|
| 2026 (YTD) | +17.79% | +6.53% | +9.18% |
| 2025 | +4.34% | +13.10% | +15.27% |
| 2024 | +11.66% | +12.21% | +15.95% |
| 2023 | +4.54% | +22.15% | +9.32% |
| 2022 | −3.26% | −5.37% | −2.09% |
| 2021 | +29.87% | +24.87% | +26.53% |
| 2020 | +15.03% | +1.23% | +2.33% |
| 2019 | +27.29% | +31.75% | +25.66% |
| 2018 | −5.56% | −9.09% | −5.47% |
| 2017 | +20.85% | +15.26% | +17.14% |
| 2016 | +16.45% | +17.24% | +17.10% |
| 2015 | −0.30% | −3.16% | −0.98% |
| 2014 | +11.69% | +12.10% | +13.17% |
| 2013 | +32.88% | +31.88% | +33.09% |
| 2012 | +11.39% | +16.99% | +15.18% |
| 2011 | +5.31% | −0.11% | +1.11% |
| 2010 | — | +12.58% | +14.54% |
| 2009 | — | — | +19.88% |
| 2008 | — | — | −35.89% |
| 2007 | — | — | −0.12% |
| 2006 | — | — | +22.38% |
| 2005 | — | — | +7.21% |
| 2004 | — | — | +13.85% |
| Thu 2011-10-20? to Mon 2026-05-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−0.09%
from 2026-04-30 peak |
−33.37%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOOV × |
−0.07%
from 2026-05-14 peak |
−37.31%
2020-03-23 from 2020-02-12 peak |
||||
| Vanguard S&P 500 Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VTV × |
−0.78%
from 2026-05-14 peak |
−36.78%
2020-03-23 from 2020-02-12 peak |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Period ending Mon 2026-05-18 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +25.10% |
+29.46% +13.77%/yr |
+52.42% +15.08%/yr |
+49.96% +8.44%/yr |
+238.09% +12.96%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOOV × | +19.55% |
+25.25% +11.91%/yr |
+55.06% +15.74%/yr |
+67.40% +10.86%/yr |
+211.21% +12.02%/yr |
|
| Vanguard S&P 500 Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VTV × | +22.37% |
+32.48% +15.09%/yr |
+61.69% +17.37%/yr |
+68.29% +10.97%/yr |
+222.70% +12.43%/yr |
|
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||