All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Wed 2026-09-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+479.91%
+12.50%/yr |
+10.86%/yr
R2=0.975 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+542.50%
+13.27%/yr |
+12.24%/yr
R2=0.978 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Wed 2026-09-23 |
Start
Value |
End
Value |
|---|---|---|
| VYM × |
$10,000.00
2011-10-20 |
$57,990.74
2026-09-23 |
| SCHD × |
$10,000.00
2011-10-20 |
$64,249.58
2026-09-23 |
| YTD | YoY | |
|---|---|---|
| VYM × | +11.80% | +14.91% |
| SCHD × | +24.31% | +26.92% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VYM × |
−5.09%
on 2026-09-23 from 2026-08-13 peak |
−35.21%
on 2020-03-23 from 2020-01-17 peak |
| SCHD × |
−4.73%
on 2026-09-23 from 2026-08-24 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| Period ending Wed 2026-09-23 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VYM × | +14.91% |
+30.06% +14.04%/yr |
+63.48% +17.80%/yr |
+74.06% +11.72%/yr |
+196.08% +11.47%/yr |
| SCHD × | +26.92% |
+27.47% +12.90%/yr |
+56.25% +16.04%/yr |
+58.50% +9.65%/yr |
+232.85% +12.78%/yr |
| Year | VYM | SCHD |
|---|---|---|
| 2026 (YTD) | +11.80% | +24.31% |
| 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% | — |