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 Tue 2026-08-04 Overall
Return 		Exponential
Trendline
SCHD × 		+548.34%
+13.47%/yr 		+12.21%/yr
R2=0.978
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV × 		+545.08%
+13.43%/yr 		+11.27%/yr
R2=0.975
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Tue 2026-08-04 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$64,834.32
2026-08-04
VTV × 		$10,000.00
2011-10-20 		$64,507.86
2026-08-04

This Year’s Performance

through 2026-08-04

  YTD YoY
SCHD × 		+25.44% +31.88%
VTV × 		+18.44% +28.99%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−0.12%
on 2026-08-04
from 2026-07-28 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak
VTV × 		—
on 2026-08-04 		−36.78%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Tue 2026-08-04 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+31.88% +35.20%
+16.28%/yr 		+52.93%
+15.21%/yr 		+59.93%
+9.85%/yr 		+235.29%
+12.86%/yr
VTV × 		+28.99% +42.80%
+19.50%/yr 		+65.72%
+18.34%/yr 		+81.95%
+12.72%/yr 		+231.20%
+12.72%/yr

Annual Returns

Year SCHD VTV
2026 (YTD) +25.44% +18.44%
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%