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 Wed 2025-08-27 YTD
Return
TR
Price
VIG
×
+8.82%
2025-08-27
6.204 TR
2025-08-27
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+3.94%
2025-08-27
5.149 TR
2025-08-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Wed 2025-08-27 Overall
Return
Exponential
Trendline
VIG
×
+433.85%
+12.85%/yr
+12.06%/yr
(R2=0.983)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+414.90%
+12.56%/yr
+12.34%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2025-08-27 Start
Value
End
Value
VIG
×
$10,000.00
2011-10-20
$53,385.17
2025-08-27
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$51,490.01
2025-08-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VIG SCHD
2025 (YTD) +8.82% +3.94%
2024 +16.99% +11.66%
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 +19.58%
2008 −26.69%
2007 +5.63%
2006 +8.55%

Drawdowns

Thu 2011-10-20? to Wed 2025-08-27 Current
Drawdown
Worst
Drawdown
VIG
×
−0.10% −31.72%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−2.94% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund