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 2026-07-22 Overall
Return 		Exponential
Trendline
VIG × 		+510.01%
+13.04%/yr 		+12.15%/yr
R2=0.986
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
SCHD × 		+530.15%
+13.29%/yr 		+12.21%/yr
R2=0.977
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Wed 2026-07-22 Start
Value 		End
Value
VIG × 		$10,000.00
2011-10-20 		$61,000.71
2026-07-22
SCHD × 		$10,000.00
2011-10-20 		$63,014.75
2026-07-22

This Year’s Performance

through 2026-07-22

  YTD YoY
VIG × 		+8.92% +16.60%
SCHD × 		+21.92% +25.21%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VIG × 		−0.71%
on 2026-07-22
from 2026-07-16 peak 		−31.72%
on 2020-03-23
from 2020-02-14 peak
SCHD × 		−0.42%
on 2026-07-22
from 2026-07-16 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak

Rolling Returns

Period ending Wed 2026-07-22 1 yr 2 yr 3 yr 5 yr 10 yr
VIG × 		+16.60% +30.23%
+14.12%/yr 		+51.06%
+14.74%/yr 		+64.87%
+10.52%/yr 		+235.20%
+12.86%/yr
SCHD × 		+25.21% +30.79%
+14.36%/yr 		+47.03%
+13.71%/yr 		+56.84%
+9.42%/yr 		+221.17%
+12.38%/yr

Annual Returns

Year VIG SCHD
2026 (YTD) +8.92% +21.92%
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% —