All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Mon 2026-06-01 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+18.31%
2026-06-01 |
+27.72%
2026-06-01 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| VTV × |
+11.31%
2026-06-01 |
+26.00%
2026-06-01 |
||||
| Vanguard Value Index Fund ETF Shares NYSE Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Mon 2026-06-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+511.48%
+13.19%/yr |
+12.20%/yr
(R2=0.977) |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| VTV × |
+506.21%
+13.12%/yr |
+11.21%/yr
(R2=0.975) |
||||
| Vanguard Value Index Fund ETF Shares NYSE Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Mon 2026-06-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$61,148.48
2026-06-01 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| VTV × |
$10,000.00
2011-10-20 |
$60,621.35
2026-06-01 |
||||
| Vanguard Value Index Fund ETF Shares NYSE Exchange-Traded Fund | ||||||
| Year | SCHD | VTV |
|---|---|---|
| 2026 (YTD) | +18.31% | +11.31% |
| 2025 | +4.34% | +15.27% |
| 2024 | +11.66% | +15.95% |
| 2023 | +4.54% | +9.32% |
| 2022 | −3.26% | −2.09% |
| 2021 | +29.87% | +26.53% |
| 2020 | +15.03% | +2.33% |
| 2019 | +27.29% | +25.66% |
| 2018 | −5.56% | −5.47% |
| 2017 | +20.85% | +17.14% |
| 2016 | +16.45% | +17.10% |
| 2015 | −0.30% | −0.98% |
| 2014 | +11.69% | +13.17% |
| 2013 | +32.88% | +33.09% |
| 2012 | +11.39% | +15.18% |
| 2011 | +5.31% | +1.11% |
| 2010 | — | +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 2026-06-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−1.98%
from 2026-05-22 peak |
−33.37%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| VTV × |
−0.33%
from 2026-05-26 peak |
−36.78%
2020-03-23 from 2020-02-12 peak |
||||
| Vanguard Value Index Fund ETF Shares NYSE Exchange-Traded Fund | ||||||
| Period ending Mon 2026-06-01 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +27.72% |
+32.52% +15.11%/yr |
+54.51% +15.60%/yr |
+49.79% +8.42%/yr |
+231.55% +12.74%/yr |
|
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| VTV × | +26.00% |
+37.13% +17.09%/yr |
+67.24% +18.69%/yr |
+70.17% +11.22%/yr |
+221.14% +12.38%/yr |
|
| Vanguard Value Index Fund ETF Shares NYSE Exchange-Traded Fund | ||||||
