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

Total Real Returns

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

Thu 2011-10-20? to Fri 2024-11-29 YTD
Return
TR
Price
VIG
×
+21.73%
2024-11-29
5.932 TR
2024-11-29
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+19.58%
2024-11-29
5.305 TR
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2024-11-29 Overall
Return
Exponential
Trendline
VIG
×
+410.45%
+13.24%/yr
+12.05%/yr
(R2=0.981)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+430.49%
+13.57%/yr
+12.56%/yr
(R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2024-11-29 Start
Value
End
Value
VIG
×
$10,000.00
2011-10-20
$51,045.19
2024-11-29
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$53,048.54
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VIG SCHD
2024 (YTD) +21.73% +19.58%
2023 +14.51% +4.54%
2022 −9.81% −3.26%
2021 +23.76% +29.87%
2020 +15.43% +15.03%
2019 +29.62% +27.29%
2018 −2.08% −5.56%
2017 +22.22% +20.85%
2016 +11.96% +16.45%
2015 −1.94% −0.30%
2014 +10.08% +11.69%
2013 +28.87% +32.88%
2012 +11.65% +11.39%
2011 +6.16% +5.31%
2010 +14.74%
2009 +19.59%
2008 −26.69%
2007 +5.63%
2006 +8.55%

Drawdowns

Thu 2011-10-20? to Fri 2024-11-29 Current
Drawdown
Worst
Drawdown
VIG
×
0.00% −31.72%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
0.00% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund