SCHD,VT,ULTY: Total Return Chart (with Dividends Reinvested)

Thu 2024-02-29? to Thu 2025-07-24	YTD Return	TR Price
SCHD ×	+1.74% 2025-07-24	5.04 TR 2025-07-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VT ×	+13.01% 2025-07-24	3.821 TR 2025-07-24
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
ULTY ×	+13.66% 2025-07-24	1.143 TR 2025-07-24
Tidal Trust II Exchange-Traded Fund

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Returns

Thu 2024-02-29? to Thu 2025-07-24	Overall Return	Exponential Trendline
SCHD ×	+11.40% +8.02%/yr	+5.80%/yr (R2=0.260)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VT ×	+26.00% +17.96%/yr	+12.43%/yr (R2=0.694)
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
ULTY ×	+14.28% +10.01%/yr	+5.52%/yr (R2=0.082)
Tidal Trust II Exchange-Traded Fund

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Growth of $10,000

Thu 2024-02-29? to Thu 2025-07-24	Start Value	End Value
SCHD ×	$10,000.00 2024-02-29	$11,139.65 2025-07-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VT ×	$10,000.00 2024-02-29	$12,599.53 2025-07-24
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
ULTY ×	$10,000.00 2024-02-29	$11,427.53 2025-07-24
Tidal Trust II Exchange-Traded Fund

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Annual Returns

Year	SCHD	VT	ULTY
2025 (YTD)	+1.74%	+13.01%	+13.66%
2024	+11.66%	+16.49%	+0.54%
2023	+4.54%	+22.04%	—
2022	−3.26%	−18.01%	—
2021	+29.87%	+18.27%	—
2020	+15.03%	+16.59%	—
2019	+27.29%	+26.81%	—
2018	−5.56%	−9.76%	—
2017	+20.85%	+24.50%	—
2016	+16.45%	+8.50%	—
2015	−0.30%	−1.86%	—
2014	+11.69%	+3.68%	—
2013	+32.88%	+22.94%	—
2012	+11.39%	+17.12%	—
2011	+5.31%	−7.51%	—
2010	—	+13.08%	—
2009	—	+32.66%	—
2008	—	−33.05%	—

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Drawdowns

Thu 2024-02-29? to Thu 2025-07-24	Current Drawdown	Worst Drawdown
SCHD ×	−4.99%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VT ×	−0.27%	−16.51% 2025-04-08
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund
ULTY ×	−2.34%	−26.84% 2025-04-08
Tidal Trust II Exchange-Traded Fund