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

Total Real Returns

VIG vs. SCHD: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2011-10-20💬 to Wed 2026-09-23 Overall
Return 		Exponential
Trendline
VIG × 		+508.31%
+12.86%/yr 		+12.18%/yr
R2=0.986
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD × 		+542.50%
+13.27%/yr 		+12.24%/yr
R2=0.978
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Wed 2026-09-23 Start
Value 		End
Value
VIG × 		$10,000.00
2011-10-20 		$60,831.14
2026-09-23
SCHD × 		$10,000.00
2011-10-20 		$64,249.58
2026-09-23

This Year’s Performance

through 2026-09-23

  YTD YoY
VIG × 		+8.61% +11.34%
SCHD × 		+24.31% +26.92%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VIG × 		−3.99%
on 2026-09-23
from 2026-08-13 peak 		−31.72%
on 2020-03-23
from 2020-02-14 peak
SCHD × 		−4.73%
on 2026-09-23
from 2026-08-24 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak

Rolling Returns

Period ending Wed 2026-09-23 1 yr 2 yr 3 yr 5 yr 10 yr
VIG × 		+11.34% +23.55%
+11.16%/yr 		+57.95%
+16.46%/yr 		+63.56%
+10.34%/yr 		+239.08%
+12.99%/yr
SCHD × 		+26.92% +27.47%
+12.90%/yr 		+56.25%
+16.04%/yr 		+58.50%
+9.65%/yr 		+232.85%
+12.78%/yr

Annual Returns

Year VIG SCHD
2026 (YTD) +8.61% +24.31%
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% —