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

Total Real Returns

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

Thu 2013-12-12? 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
QYLD
×
+17.20%
2024-11-29
2.358 TR
2024-11-29
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2013-12-12? to Fri 2024-11-29 Overall
Return
Exponential
Trendline
VIG
×
+250.77%
+12.13%/yr
+11.92%/yr
(R2=0.969)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+253.49%
+12.20%/yr
+12.20%/yr
(R2=0.958)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+135.81%
+8.14%/yr
+7.62%/yr
(R2=0.925)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2013-12-12? to Fri 2024-11-29 Start
Value
End
Value
VIG
×
$10,000.00
2013-12-12
$35,076.66
2024-11-29
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2013-12-12
$35,348.76
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2013-12-12
$23,580.57
2024-11-29
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VIG SCHD QYLD
2024 (YTD) +21.73% +19.58% +17.20%
2023 +14.51% +4.54% +22.79%
2022 −9.81% −3.26% −19.07%
2021 +23.76% +29.87% +10.41%
2020 +15.43% +15.03% +8.72%
2019 +29.62% +27.29% +22.70%
2018 −2.08% −5.56% −3.07%
2017 +22.22% +20.85% +18.79%
2016 +11.96% +16.45% +4.77%
2015 −1.94% −0.30% +7.17%
2014 +10.08% +11.69% +4.25%
2013 +28.87% +32.88% +2.00%
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 2013-12-12? 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
QYLD
×
−0.79% −24.75%
2020-03-16
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund