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

Total Real Returns

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

Thu 2011-10-20? to Thu 2026-04-02 YTD
Return
TR
Price
SCHD
×
+12.35%
2026-04-02
5.807 TR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+3.80%
2026-04-02
5.319 TR
2026-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VIG
×
−1.33%
2026-04-02
6.422 TR
2026-04-02
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SDY
×
+5.64%
2026-04-02
5.625 TR
2026-04-02
SPDR S&P Dividend ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SCHD
×
+480.70%
+12.95%/yr
+12.20%/yr
(R2=0.976)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+438.43%
+12.36%/yr
+10.71%/yr
(R2=0.974)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VIG
×
+452.64%
+12.56%/yr
+12.12%/yr
(R2=0.985)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SDY
×
+363.78%
+11.20%/yr
+10.43%/yr
(R2=0.969)
SPDR S&P Dividend ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$58,070.16
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2011-10-20
$53,843.30
2026-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VIG
×
$10,000.00
2011-10-20
$55,264.34
2026-04-02
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SDY
×
$10,000.00
2011-10-20
$46,377.73
2026-04-02
SPDR S&P Dividend ETF Exchange-Traded Fund

Annual Returns

Year SCHD VYM VIG SDY
2026 (YTD) +12.35% +3.80% −1.33% +5.64%
2025 +4.34% +15.43% +14.17% +8.18%
2024 +11.66% +17.60% +16.99% +8.45%
2023 +4.54% +6.59% +14.51% +2.61%
2022 −3.26% −0.45% −9.81% −0.54%
2021 +29.87% +26.20% +23.76% +25.32%
2020 +15.03% +1.15% +15.43% +1.71%
2019 +27.29% +24.06% +29.62% +23.29%
2018 −5.56% −5.92% −2.08% −2.74%
2017 +20.85% +16.42% +22.22% +15.82%
2016 +16.45% +17.04% +11.96% +20.29%
2015 −0.30% +0.28% −1.94% −0.80%
2014 +11.69% +13.54% +10.08% +13.81%
2013 +32.88% +30.08% +28.87% +30.09%
2012 +11.39% +12.69% +11.65% +11.60%
2011 +5.31% +10.55% +6.16% +7.15%
2010 +14.22% +14.74% +16.40%
2009 +17.19% +19.58% +19.18%
2008 −31.92% −26.69% −22.82%
2007 +1.37% +5.63% −6.70%
2006 +2.82% +8.55% +17.73%
2005 +1.11%

Drawdowns

Thu 2011-10-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SCHD
×
−3.27% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−4.80% −35.21%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
VIG
×
−5.58% −31.72%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SDY
×
−5.72% −36.70%
2020-03-23
SPDR S&P Dividend ETF Exchange-Traded Fund