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

Total Real Returns

VTI,SCHD,FDVV,DGRO,VYM: Total Return Chart (with Dividends Reinvested)

×
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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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