All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+493.42%
+12.82%/yr |
+10.81%/yr
R2=0.975 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+537.62%
+13.37%/yr |
+12.21%/yr
R2=0.977 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| VYM × |
$10,000.00
2011-10-20 |
$59,342.09
2026-07-24 |
| SCHD × |
$10,000.00
2011-10-20 |
$63,761.73
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| VYM × | +14.41% | +22.19% |
| SCHD × | +23.36% | +26.51% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VYM × |
—
on 2026-07-24 |
−35.21%
on 2020-03-23 from 2020-01-17 peak |
| SCHD × |
—
on 2026-07-24 |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VYM × | +22.19% |
+40.53% +18.55%/yr |
+60.07% +16.98%/yr |
+79.04% +12.35%/yr |
+198.39% +11.55%/yr |
| SCHD × | +26.51% |
+33.13% +15.38%/yr |
+47.91% +13.94%/yr |
+57.47% +9.51%/yr |
+224.98% +12.51%/yr |
| Year | VYM | SCHD |
|---|---|---|
| 2026 (YTD) | +14.41% | +23.36% |
| 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% | — |