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

Total Real Returns

VYM,SCHD,O,DGRO: Total Return Chart (with Dividends Reinvested)

Thu 2014-06-12? to Mon 2025-04-28 YTD
Return
TR
Price
VYM
×
−2.36%
2025-04-28
4.334 TR
2025-04-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−4.75%
2025-04-28
4.718 TR
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+9.24%
2025-04-28
49.12 TR
2025-04-28
Realty Income Corporation NYSE Common Stock
DGRO
×
−2.27%
2025-04-28
3.114 TR
2025-04-28
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
VYM
×
+165.35%
+9.39%/yr
+9.76%/yr
(R2=0.955)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+190.29%
+10.29%/yr
+12.21%/yr
(R2=0.957)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+130.31%
+7.97%/yr
+7.17%/yr
(R2=0.750)
Realty Income Corporation NYSE Common Stock
DGRO
×
+211.42%
+11.01%/yr
+12.10%/yr
(R2=0.968)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Mon 2025-04-28 Start
Value
End
Value
VYM
×
$10,000.00
2014-06-12
$26,535.05
2025-04-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$29,028.74
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2014-06-12
$23,031.42
2025-04-28
Realty Income Corporation NYSE Common Stock
DGRO
×
$10,000.00
2014-06-12
$31,141.67
2025-04-28
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year VYM SCHD O DGRO
2025 (YTD) −2.36% −4.75% +9.24% −2.27%
2024 +17.60% +11.66% −2.11% +16.62%
2023 +6.59% +4.54% −4.55% +10.47%
2022 −0.45% −3.26% −7.37% −7.91%
2021 +26.20% +29.87% +27.96% +26.65%
2020 +1.15% +15.03% −11.47% +9.50%
2019 +24.06% +27.29% +21.27% +29.87%
2018 −5.92% −5.56% +15.95% −2.38%
2017 +16.42% +20.85% +3.68% +23.00%
2016 +17.04% +16.45% +15.78% +15.20%
2015 +0.28% −0.30% +13.38% −0.69%
2014 +13.54% +11.69% +34.35% +8.56%
2013 +30.08% +32.88% −2.30%
2012 +12.69% +11.39% +20.32%
2011 +10.55% +5.31% +7.53%
2010 +14.22% +39.32%
2009 +17.19% +20.82%
2008 −31.92% −8.22%
2007 +1.37% +3.27%
2006 +2.82% +36.05%
2005 −9.41%
2004 +33.87%
2003 +21.61%
2002 +27.48%
2001 +28.13%
2000 +32.73%
1999 −9.12%
1998 +5.59%
1997 +14.76%
1996 +14.70%
1995 +46.26%
1994 +10.03%

Drawdowns

Thu 2014-06-12? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
VYM
×
−7.76% −35.21%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−11.06% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−11.66% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock
DGRO
×
−7.13% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund