All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Mon 2026-11-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+498.52%
+12.62%/yr |
+10.89%/yr
R2=0.976 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+588.25%
+13.67%/yr |
+12.26%/yr
R2=0.979 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Mon 2026-11-09 |
Start
Value |
End
Value |
|---|---|---|
| VYM × |
$10,000.00
2011-10-20 |
$59,851.92
2026-11-09 |
| SCHD × |
$10,000.00
2011-10-20 |
$68,825.05
2026-11-09 |
| YTD | YoY | |
|---|---|---|
| VYM × | +15.39% | +18.84% |
| SCHD × | +33.16% | +38.10% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VYM × |
−2.04%
on 2026-11-09 from 2026-08-13 peak |
−35.21%
on 2020-03-23 from 2020-01-17 peak |
| SCHD × |
−1.55%
on 2026-11-09 from 2026-11-04 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| Period ending Mon 2026-11-09 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VYM × | +18.84% |
+29.24% +13.68%/yr |
+73.82% +20.24%/yr |
+70.46% +11.26%/yr |
+203.18% +11.73%/yr |
| SCHD × | +38.10% |
+31.75% +14.78%/yr |
+73.51% +20.16%/yr |
+62.48% +10.19%/yr |
+253.68% +13.46%/yr |
| Year | VYM | SCHD |
|---|---|---|
| 2026 (YTD) | +15.39% | +33.16% |
| 2025 | +15.43% | +4.34% |
| 2024 | +17.60% | +11.66% |
| 2023 | +6.59% | +4.54% |
| 2022 | −0.45% | −3.26% |
| 2021 | +26.20% | +29.87% |
| 2020 | +1.15% | +15.03% |
| 2019 | +24.06% | +27.29% |
| 2018 | −5.92% | −5.56% |
| 2017 | +16.42% | +20.85% |
| 2016 | +17.04% | +16.45% |
| 2015 | +0.28% | −0.30% |
| 2014 | +13.54% | +11.69% |
| 2013 | +30.08% | +32.88% |
| 2012 | +12.69% | +11.39% |
| 2011 | +10.55% | +5.31% |
| 2010 | +14.22% | — |
| 2009 | +17.19% | — |
| 2008 | −31.92% | — |
| 2007 | +1.37% | — |
| 2006 | +2.83% | — |