All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? to Fri 2025-08-01 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−1.61%
2025-08-01 |
4.874 TR
2025-08-01 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
+5.55%
2025-08-01 |
4.686 TR
2025-08-01 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
VNQ × |
+1.84%
2025-08-01 |
4.39 TR
2025-08-01 |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+387.37%
+12.18%/yr |
+12.36%/yr
(R2=0.975) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
+374.31%
+11.96%/yr |
+10.57%/yr
(R2=0.971) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
VNQ × |
+187.47%
+7.96%/yr |
+6.70%/yr
(R2=0.875) |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$48,737.23
2025-08-01 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
$10,000.00
2011-10-20 |
$47,431.42
2025-08-01 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
VNQ × |
$10,000.00
2011-10-20 |
$28,746.65
2025-08-01 |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SCHD | VYM | VNQ |
---|---|---|---|
2025 (YTD) | −1.61% | +5.55% | +1.84% |
2024 | +11.66% | +17.60% | +4.81% |
2023 | +4.54% | +6.59% | +11.85% |
2022 | −3.26% | −0.45% | −26.25% |
2021 | +29.87% | +26.20% | +40.54% |
2020 | +15.03% | +1.14% | −4.61% |
2019 | +27.29% | +24.06% | +28.91% |
2018 | −5.56% | −5.92% | −6.03% |
2017 | +20.85% | +16.42% | +4.90% |
2016 | +16.45% | +17.04% | +8.57% |
2015 | −0.30% | +0.28% | +2.43% |
2014 | +11.69% | +13.54% | +30.40% |
2013 | +32.88% | +30.08% | +2.30% |
2012 | +11.39% | +12.69% | +17.63% |
2011 | +5.31% | +10.55% | +8.64% |
2010 | — | +14.22% | +28.39% |
2009 | — | +17.19% | +30.13% |
2008 | — | −31.92% | −36.98% |
2007 | — | +1.37% | −16.52% |
2006 | — | +2.83% | +35.28% |
2005 | — | — | +11.94% |
2004 | — | — | +16.00% |
Thu 2011-10-20? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −8.13% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × | −2.75% |
−35.21%
2020-03-23 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
VNQ × | −11.96% |
−42.40%
2020-03-23 |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||