All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Mon 2026-05-18 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| VTV × |
+9.18%
2026-05-18 |
+22.37%
2026-05-18 |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+17.79%
2026-05-18 |
+25.10%
2026-05-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Mon 2026-05-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VTV × |
+494.63%
+13.01%/yr |
+11.20%/yr
(R2=0.975) |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+508.82%
+13.19%/yr |
+12.20%/yr
(R2=0.977) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Mon 2026-05-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VTV × |
$10,000.00
2011-10-20 |
$59,462.95
2026-05-18 |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$60,882.45
2026-05-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | VTV | SCHD |
|---|---|---|
| 2026 (YTD) | +9.18% | +17.79% |
| 2025 | +15.27% | +4.34% |
| 2024 | +15.95% | +11.66% |
| 2023 | +9.32% | +4.54% |
| 2022 | −2.09% | −3.26% |
| 2021 | +26.53% | +29.87% |
| 2020 | +2.33% | +15.03% |
| 2019 | +25.66% | +27.29% |
| 2018 | −5.47% | −5.56% |
| 2017 | +17.14% | +20.85% |
| 2016 | +17.10% | +16.45% |
| 2015 | −0.98% | −0.30% |
| 2014 | +13.17% | +11.69% |
| 2013 | +33.09% | +32.88% |
| 2012 | +15.18% | +11.39% |
| 2011 | +1.11% | +5.31% |
| 2010 | +14.54% | — |
| 2009 | +19.88% | — |
| 2008 | −35.89% | — |
| 2007 | −0.12% | — |
| 2006 | +22.38% | — |
| 2005 | +7.21% | — |
| 2004 | +13.85% | — |
| Thu 2011-10-20? to Mon 2026-05-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VTV × |
−0.78%
from 2026-05-14 peak |
−36.78%
2020-03-23 from 2020-02-12 peak |
||||
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
−0.09%
from 2026-04-30 peak |
−33.37%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Period ending Mon 2026-05-18 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| VTV × | +22.37% |
+32.48% +15.09%/yr |
+61.69% +17.37%/yr |
+68.29% +10.97%/yr |
+222.70% +12.43%/yr |
|
| Vanguard Value Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × | +25.10% |
+29.46% +13.77%/yr |
+52.42% +15.08%/yr |
+49.96% +8.44%/yr |
+238.09% +12.96%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||