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

Total Real Returns

VOO,SCHD,DGRO: Total Return Chart (with Dividends Reinvested)

Thu 2014-06-12? to Mon 2024-10-21 YTD
Return
TR
Price
VOO
×
+24.05%
2024-10-21
6.92 TR
2024-10-21
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
+15.28%
2024-10-21
5.114 TR
2024-10-21
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+19.66%
2024-10-21
3.269 TR
2024-10-21
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Mon 2024-10-21 Overall
Return
Exponential
Trendline
VOO
×
+265.77%
+13.33%/yr
+12.94%/yr
(R2=0.956)
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
+214.66%
+11.70%/yr
+12.33%/yr
(R2=0.953)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+226.94%
+12.11%/yr
+12.10%/yr
(R2=0.964)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Mon 2024-10-21 Start
Value
End
Value
VOO
×
$10,000.00
2014-06-12
$36,577.12
2024-10-21
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$31,465.52
2024-10-21
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$32,693.61
2024-10-21
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year VOO SCHD DGRO
2024 (YTD) +24.05% +15.28% +19.66%
2023 +26.32% +4.54% +10.47%
2022 −18.17% −3.26% −7.91%
2021 +28.79% +29.87% +26.64%
2020 +18.32% +15.03% +9.50%
2019 +31.36% +27.29% +29.87%
2018 −4.50% −5.56% −2.38%
2017 +21.77% +20.85% +23.00%
2016 +12.17% +16.45% +15.21%
2015 +1.33% −0.30% −0.69%
2014 +13.56% +11.69% +8.56%
2013 +32.39% +32.88%
2012 +15.99% +11.39%
2011 +1.90% +5.31%
2010 +14.78%

Drawdowns

Thu 2014-06-12? to Mon 2024-10-21 Current
Drawdown
Worst
Drawdown
VOO
×
−0.15% −33.99%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
−1.18% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
−0.89% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund