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

Total Real Returns

SCHD,VTV: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Tue 2026-05-05 YTD
Return
TR
Price
SCHD
×
+16.51%
2026-05-05
6.022 TR
2026-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
+8.73%
2026-05-05
7.487 TR
2026-05-05
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2026-05-05 Overall
Return
Exponential
Trendline
SCHD
×
+502.17%
+13.14%/yr
+12.20%/yr
(R2=0.976)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
+492.16%
+13.01%/yr
+11.19%/yr
(R2=0.974)
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2026-05-05 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$60,217.38
2026-05-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
$10,000.00
2011-10-20
$59,216.36
2026-05-05
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SCHD VTV
2026 (YTD) +16.51% +8.73%
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%

Drawdowns

Thu 2011-10-20? to Tue 2026-05-05 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.18% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
−0.13% −36.78%
2020-03-23
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund