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 2026-05-22 YTD
Return
1 Year
Return
VIG
×
+6.47%
2026-05-22
+21.54%
2026-05-22
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+20.70%
2026-05-22
+31.35%
2026-05-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-05-22 Overall
Return
Exponential
Trendline
VIG
×
+496.34%
+13.02%/yr
+12.13%/yr
(R2=0.985)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+523.84%
+13.37%/yr
+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2026-05-22 Start
Value
End
Value
VIG
×
$10,000.00
2011-10-20
$59,633.91
2026-05-22
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$62,383.61
2026-05-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VIG SCHD
2026 (YTD) +6.47% +20.70%
2025 +14.17% +4.34%
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 Fri 2026-05-22 Current
Drawdown
Worst
Drawdown
VIG
×
−31.72%
2020-03-23
from 2020-02-14 peak
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year
2
Years
3
Years
5
Years
10
Years
VIG
×
+21.54% +31.52%
+14.69%/yr
+58.04%
+16.48%/yr
+65.42%
+10.59%/yr
+249.60%
+13.33%/yr
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+31.35% +34.12%
+15.82%/yr
+56.00%
+15.97%/yr
+53.15%
+8.90%/yr
+245.47%
+13.19%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund