All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-28💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VOO × |
+9.08%
2026-06-12 |
+24.36%
2026-06-12 |
||||
| Vanguard S&P 500 ETF NYSE Exchange-Traded Fund | ||||||
| SCHD × |
+20.59%
2026-06-12 |
+26.08%
2026-06-12 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| SGOV × |
+1.61%
2026-06-12 |
+3.95%
2026-06-12 |
||||
| iShares 0-3 Month Treasury Bond ETF NYSE Exchange-Traded Fund | ||||||
| Thu 2020-05-28💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+167.49%
+17.69%/yr |
+13.95%/yr
(R2=0.868) |
||||
| Vanguard S&P 500 ETF NYSE Exchange-Traded Fund | ||||||
| SCHD × |
+131.98%
+14.95%/yr |
+9.30%/yr
(R2=0.798) |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| SGOV × |
+19.18%
+2.95%/yr |
+3.36%/yr
(R2=0.907) |
||||
| iShares 0-3 Month Treasury Bond ETF NYSE Exchange-Traded Fund | ||||||
| Thu 2020-05-28💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2020-05-28 |
$26,748.95
2026-06-12 |
||||
| Vanguard S&P 500 ETF NYSE Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-05-28 |
$23,197.92
2026-06-12 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| SGOV × |
$10,000.00
2020-05-28 |
$11,917.90
2026-06-12 |
||||
| iShares 0-3 Month Treasury Bond ETF NYSE Exchange-Traded Fund | ||||||
| Year | VOO | SCHD | SGOV |
|---|---|---|---|
| 2026 (YTD) | +9.08% | +20.59% | +1.61% |
| 2025 | +17.82% | +4.34% | +4.24% |
| 2024 | +24.98% | +11.66% | +5.28% |
| 2023 | +26.32% | +4.54% | +5.12% |
| 2022 | −18.17% | −3.26% | +1.58% |
| 2021 | +28.79% | +29.87% | +0.04% |
| 2020 | +18.32% | +15.03% | +0.05% |
| 2019 | +31.37% | +27.29% | — |
| 2018 | −4.50% | −5.56% | — |
| 2017 | +21.77% | +20.85% | — |
| 2016 | +12.17% | +16.45% | — |
| 2015 | +1.33% | −0.30% | — |
| 2014 | +13.56% | +11.69% | — |
| 2013 | +32.39% | +32.88% | — |
| 2012 | +15.99% | +11.39% | — |
| 2011 | +1.90% | +5.31% | — |
| 2010 | +14.78% | — | — |
| Thu 2020-05-28💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × |
−2.34%
from 2026-06-02 peak |
−24.52%
2022-10-12 from 2022-01-03 peak |
||||
| Vanguard S&P 500 ETF NYSE Exchange-Traded Fund | ||||||
| SCHD × |
−0.09%
from 2026-05-22 peak |
−16.85%
2022-09-30 from 2022-01-11 peak |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| SGOV × | — |
−0.03%
2022-08-23 from 2022-08-22 peak |
||||
| iShares 0-3 Month Treasury Bond ETF NYSE Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VOO × | +24.36% |
+40.54% +18.55%/yr |
+78.09% +21.21%/yr |
+87.74% +13.43%/yr |
+318.41% +15.39%/yr |
|
| Vanguard S&P 500 ETF NYSE Exchange-Traded Fund | ||||||
| SCHD × | +26.08% |
+37.05% +17.07%/yr |
+52.55% +15.12%/yr |
+51.99% +8.73%/yr |
+234.24% +12.83%/yr |
|
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| SGOV × | +3.95% |
+8.89% +4.35%/yr |
+14.82% +4.71%/yr |
+19.09% +3.56%/yr |
— | |
| iShares 0-3 Month Treasury Bond ETF NYSE Exchange-Traded Fund | ||||||
