All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2024-12-31 to Mon 2025-07-07 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
VTI × |
+6.14%
2025-07-07 |
8.18 TR
2025-07-07 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
+0.92%
2025-07-07 |
4.999 TR
2025-07-07 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
FDVV × |
+7.56%
2025-07-07 |
2.886 TR
2025-07-07 |
||||
Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
DGRO × |
+6.71%
2025-07-07 |
3.4 TR
2025-07-07 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
VYM × |
+7.00%
2025-07-07 |
4.75 TR
2025-07-07 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
Tue 2024-12-31 to Mon 2025-07-07 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VTI × |
+6.14%
+12.27%/yr |
−0.64%/yr
(R2=0.000) |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
+0.92%
+1.80%/yr |
−10.88%/yr
(R2=0.242) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
FDVV × |
+7.56%
+15.22%/yr |
+3.07%/yr
(R2=0.015) |
||||
Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
DGRO × |
+6.71%
+13.44%/yr |
+0.95%/yr
(R2=0.002) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
VYM × |
+7.00%
+14.06%/yr |
−0.09%/yr
(R2=0.000) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
Tue 2024-12-31 to Mon 2025-07-07 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VTI × |
$10,000.00
2024-12-31 |
$10,613.86
2025-07-07 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2024-12-31 |
$10,092.27
2025-07-07 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
FDVV × |
$10,000.00
2024-12-31 |
$10,756.26
2025-07-07 |
||||
Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
DGRO × |
$10,000.00
2024-12-31 |
$10,670.57
2025-07-07 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
VYM × |
$10,000.00
2024-12-31 |
$10,700.37
2025-07-07 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | VTI | SCHD | FDVV | DGRO | VYM |
---|---|---|---|---|---|
2025 (YTD) | +6.14% | +0.92% | +7.56% | +6.71% | +7.00% |
2024 | +23.81% | +11.66% | +21.81% | +16.62% | +17.60% |
2023 | +26.05% | +4.54% | +18.00% | +10.47% | +6.59% |
2022 | −19.52% | −3.26% | −4.21% | −7.91% | −0.45% |
2021 | +25.68% | +29.87% | +29.24% | +26.65% | +26.20% |
2020 | +21.08% | +15.03% | +2.80% | +9.50% | +1.14% |
2019 | +30.67% | +27.29% | +24.07% | +29.87% | +24.06% |
2018 | −5.23% | −5.56% | −1.26% | −2.38% | −5.92% |
2017 | +21.21% | +20.85% | +13.96% | +23.00% | +16.42% |
2016 | +12.82% | +16.45% | +5.05% | +15.20% | +17.04% |
2015 | +0.36% | −0.30% | — | −0.69% | +0.28% |
2014 | +12.55% | +11.69% | — | +8.56% | +13.54% |
2013 | +33.45% | +32.88% | — | — | +30.08% |
2012 | +16.45% | +11.39% | — | — | +12.69% |
2011 | +0.97% | +5.31% | — | — | +10.55% |
2010 | +17.43% | — | — | — | +14.22% |
2009 | +28.90% | — | — | — | +17.19% |
2008 | −36.99% | — | — | — | −31.92% |
2007 | +5.37% | — | — | — | +1.37% |
2006 | +15.70% | — | — | — | +2.83% |
2005 | +6.30% | — | — | — | — |
2004 | +12.78% | — | — | — | — |
2003 | +30.74% | — | — | — | — |
2002 | −20.48% | — | — | — | — |
2001 | −7.29% | — | — | — | — |
Tue 2024-12-31 to Mon 2025-07-07 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VTI × | −0.79% |
−19.30%
2025-04-08 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × | −3.39% |
−14.02%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
FDVV × | −0.71% |
−15.90%
2025-04-08 |
||||
Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
DGRO × | −0.66% |
−13.85%
2025-04-08 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
VYM × | −0.80% |
−14.46%
2025-04-08 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||