All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Tue 2026-11-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VIG × |
+544.54%
+13.17%/yr |
+12.20%/yr
R2=0.987 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+591.73%
+13.70%/yr |
+12.26%/yr
R2=0.979 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+501.20%
+12.65%/yr |
+10.89%/yr
R2=0.976 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SPY × |
+700.42%
+14.81%/yr |
+13.70%/yr
R2=0.982 |
||||
| State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Tue 2026-11-10 |
Start
Value |
End
Value |
|---|---|---|
| VIG × |
$10,000.00
2011-10-20 |
$64,454.31
2026-11-10 |
| SCHD × |
$10,000.00
2011-10-20 |
$69,172.55
2026-11-10 |
| VYM × |
$10,000.00
2011-10-20 |
$60,120.42
2026-11-10 |
| SPY × |
$10,000.00
2011-10-20 |
$80,041.75
2026-11-10 |
| YTD | YoY | |
|---|---|---|
| VIG × | +15.08% | +16.89% |
| SCHD × | +33.83% | +38.54% |
| VYM × | +15.91% | +18.73% |
| SPY × | +10.83% | +11.24% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VIG × |
−1.11%
on 2026-11-10 from 2026-11-04 peak |
−31.72%
on 2020-03-23 from 2020-02-14 peak |
| SCHD × |
−1.05%
on 2026-11-10 from 2026-11-04 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| VYM × |
−1.60%
on 2026-11-10 from 2026-08-13 peak |
−35.21%
on 2020-03-23 from 2020-01-17 peak |
| SPY × |
−3.74%
on 2026-11-10 from 2026-10-06 peak |
−33.72%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Tue 2026-11-10 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VIG × | +16.89% |
+27.27% +12.81%/yr |
+65.56% +18.30%/yr |
+64.36% +10.45%/yr |
+260.61% +13.69%/yr |
| SCHD × | +38.54% |
+32.41% +15.07%/yr |
+72.70% +19.98%/yr |
+63.09% +10.28%/yr |
+255.89% +13.54%/yr |
| VYM × | +18.73% |
+29.82% +13.94%/yr |
+72.80% +20.00%/yr |
+71.26% +11.36%/yr |
+203.50% +11.74%/yr |
| SPY × | +11.24% |
+28.26% +13.25%/yr |
+76.48% +20.85%/yr |
+72.94% +11.58%/yr |
+304.82% +15.01%/yr |
| Year | VIG | SCHD | VYM | SPY |
|---|---|---|---|---|
| 2026 (YTD) | +15.08% | +33.83% | +15.91% | +10.83% |
| 2025 | +14.17% | +4.34% | +15.43% | +17.72% |
| 2024 | +16.99% | +11.66% | +17.60% | +24.89% |
| 2023 | +14.51% | +4.54% | +6.59% | +26.18% |
| 2022 | −9.81% | −3.26% | −0.45% | −18.18% |
| 2021 | +23.76% | +29.87% | +26.20% | +28.73% |
| 2020 | +15.43% | +15.03% | +1.15% | +18.33% |
| 2019 | +29.62% | +27.29% | +24.06% | +31.22% |
| 2018 | −2.08% | −5.56% | −5.92% | −4.57% |
| 2017 | +22.22% | +20.85% | +16.42% | +21.71% |
| 2016 | +11.96% | +16.45% | +17.04% | +12.00% |
| 2015 | −1.94% | −0.30% | +0.28% | +1.23% |
| 2014 | +10.08% | +11.69% | +13.54% | +13.46% |
| 2013 | +28.87% | +32.88% | +30.08% | +32.31% |
| 2012 | +11.65% | +11.39% | +12.69% | +15.99% |
| 2011 | +6.16% | +5.31% | +10.55% | +1.89% |
| 2010 | +14.74% | — | +14.22% | +15.06% |
| 2009 | +19.58% | — | +17.19% | +26.35% |
| 2008 | −26.69% | — | −31.92% | −36.79% |
| 2007 | +5.63% | — | +1.37% | +5.15% |
| 2006 | +8.55% | — | +2.83% | +15.85% |
| 2005 | — | — | — | +4.83% |
| 2004 | — | — | — | +10.70% |
| 2003 | — | — | — | +28.18% |
| 2002 | — | — | — | −21.58% |
| 2001 | — | — | — | −11.76% |
| 2000 | — | — | — | −9.74% |
| 1999 | — | — | — | +20.39% |
| 1998 | — | — | — | +28.69% |
| 1997 | — | — | — | +33.48% |
| 1996 | — | — | — | +22.56% |
| 1995 | — | — | — | +38.03% |
| 1994 | — | — | — | +0.40% |
| 1993 | — | — | — | +8.64% |
