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

Total Real Returns

VTI,SCHD,SPHD: Total Return Chart (with Dividends Reinvested)

Thu 2012-10-18? to Fri 2024-10-04 YTD
Return
TR
Price
VTI
×
+20.41%
2024-10-04
7.494 TR
2024-10-04
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+14.26%
2024-10-04
5.069 TR
2024-10-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPHD
×
+21.89%
2024-10-04
3.161 TR
2024-10-04
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund

Returns

Thu 2012-10-18? to Fri 2024-10-04 Overall
Return
Exponential
Trendline
VTI
×
+369.56%
+13.80%/yr
+12.45%/yr
(R2=0.962)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+322.32%
+12.80%/yr
+12.27%/yr
(R2=0.966)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPHD
×
+216.09%
+10.10%/yr
+8.32%/yr
(R2=0.892)
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund

Growth of $10,000

Thu 2012-10-18? to Fri 2024-10-04 Start
Value
End
Value
VTI
×
$10,000.00
2012-10-18
$46,956.19
2024-10-04
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2012-10-18
$42,231.67
2024-10-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPHD
×
$10,000.00
2012-10-18
$31,608.92
2024-10-04
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund

Annual Returns

Year VTI SCHD SPHD
2024 (YTD) +20.41% +14.26% +21.89%
2023 +26.05% +4.54% +1.32%
2022 −19.52% −3.26% +0.57%
2021 +25.68% +29.87% +24.98%
2020 +21.08% +15.03% −9.98%
2019 +30.67% +27.29% +20.26%
2018 −5.23% −5.56% −6.17%
2017 +21.21% +20.85% +11.90%
2016 +12.82% +16.45% +22.37%
2015 +0.36% −0.30% +5.18%
2014 +12.55% +11.69% +19.99%
2013 +33.45% +32.88% +20.81%
2012 +16.45% +11.39% −3.99%
2011 +0.97% +5.31%
2010 +17.43%
2009 +28.90%
2008 −36.99%
2007 +5.37%
2006 +15.70%
2005 +6.30%
2004 +12.78%
2003 +30.74%
2002 −20.48%
2001 −7.30%

Drawdowns

Thu 2012-10-18? to Fri 2024-10-04 Current
Drawdown
Worst
Drawdown
VTI
×
−0.14% −35.00%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
0.00% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPHD
×
−0.69% −41.39%
2020-03-23
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund