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

Total Real Returns

SCHD vs. VTV: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2011-10-20💬 to Wed 2026-10-28 Overall
Return 		Exponential
Trendline
SCHD × 		+577.44%
+13.58%/yr 		+12.25%/yr
R2=0.978
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV × 		+556.95%
+13.35%/yr 		+11.35%/yr
R2=0.976
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Wed 2026-10-28 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$67,743.93
2026-10-28
VTV × 		$10,000.00
2011-10-20 		$65,694.97
2026-10-28

This Year’s Performance

through 2026-10-28

  YTD YoY
SCHD × 		+31.07% +34.52%
VTV × 		+20.62% +23.51%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−0.88%
on 2026-10-28
from 2026-10-22 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak
VTV × 		—
on 2026-10-28 		−36.78%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Wed 2026-10-28 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+34.52% +33.16%
+15.39%/yr 		+75.55%
+20.63%/yr 		+62.28%
+10.17%/yr 		+254.24%
+13.48%/yr
VTV × 		+23.51% +35.62%
+16.45%/yr 		+84.13%
+22.57%/yr 		+78.68%
+12.31%/yr 		+238.86%
+12.98%/yr

Annual Returns

Year SCHD VTV
2026 (YTD) +31.07% +20.62%
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%