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

Total Real Returns

SCHD,VYM,SDY,DGRO: Total Return Chart (with Dividends Reinvested)

Thu 2014-06-12💬 to Fri 2026-05-29 YTD
Return
1 Year
Return
SCHD
×
+19.49%
2026-05-29
+28.89%
2026-05-29
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
+11.57%
2026-05-29
+26.78%
2026-05-29
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
SDY
×
+7.91%
2026-05-29
+14.06%
2026-05-29
SPDR S&P Dividend ETF NYSE Exchange-Traded Fund
DGRO
×
+8.43%
2026-05-29
+23.49%
2026-05-29
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund

Returns

Thu 2014-06-12💬 to Fri 2026-05-29 Overall
Return
Exponential
Trendline
SCHD
×
+279.94%
+11.81%/yr
+11.88%/yr
(R2=0.962)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
+249.99%
+11.04%/yr
+10.20%/yr
(R2=0.963)
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
SDY
×
+196.44%
+9.51%/yr
+9.50%/yr
(R2=0.960)
SPDR S&P Dividend ETF NYSE Exchange-Traded Fund
DGRO
×
+299.71%
+12.28%/yr
+12.19%/yr
(R2=0.975)
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12💬 to Fri 2026-05-29 Start
Value
End
Value
SCHD
×
$10,000.00
2014-06-12
$37,994.37
2026-05-29
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
$10,000.00
2014-06-12
$34,999.27
2026-05-29
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
SDY
×
$10,000.00
2014-06-12
$29,644.25
2026-05-29
SPDR S&P Dividend ETF NYSE Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$39,970.98
2026-05-29
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund

Annual Returns

Year SCHD VYM SDY DGRO
2026 (YTD) +19.49% +11.57% +7.91% +8.43%
2025 +4.34% +15.43% +8.18% +15.69%
2024 +11.66% +17.60% +8.45% +16.62%
2023 +4.54% +6.59% +2.61% +10.47%
2022 −3.26% −0.45% −0.54% −7.91%
2021 +29.87% +26.20% +25.32% +26.65%
2020 +15.03% +1.15% +1.71% +9.50%
2019 +27.29% +24.06% +23.29% +29.87%
2018 −5.56% −5.92% −2.74% −2.38%
2017 +20.85% +16.42% +15.82% +23.00%
2016 +16.45% +17.04% +20.29% +15.20%
2015 −0.30% +0.28% −0.80% −0.69%
2014 +11.69% +13.54% +13.81% +8.56%
2013 +32.88% +30.08% +30.09%
2012 +11.39% +12.69% +11.60%
2011 +5.31% +10.55% +7.15%
2010 +14.22% +16.40%
2009 +17.19% +19.18%
2008 −31.92% −22.82%
2007 +1.37% −6.70%
2006 +2.82% +17.73%
2005 +1.11%

Drawdowns

Thu 2014-06-12💬 to Fri 2026-05-29 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.01%
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
VYM
×
−35.21%
2020-03-23
from 2020-01-17 peak
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
SDY
×
−3.69%
from 2026-02-27 peak
−36.70%
2020-03-23
from 2020-02-14 peak
SPDR S&P Dividend ETF NYSE Exchange-Traded Fund
DGRO
×
−35.10%
2020-03-23
from 2020-02-12 peak
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-29 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+28.89% +37.61%
+17.32%/yr
+54.80%
+15.63%/yr
+51.38%
+8.64%/yr
+234.93%
+12.84%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
+26.78% +43.18%
+19.67%/yr
+69.41%
+19.15%/yr
+72.62%
+11.53%/yr
+206.48%
+11.85%/yr
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
SDY
×
+14.06% +24.22%
+11.46%/yr
+35.97%
+10.75%/yr
+35.84%
+6.31%/yr
+145.62%
+9.40%/yr
SPDR S&P Dividend ETF NYSE Exchange-Traded Fund
DGRO
×
+23.49% +38.31%
+17.62%/yr
+62.33%
+17.47%/yr
+65.31%
+10.57%/yr
+248.49%
+13.29%/yr
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund