All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Tue 2026-09-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+498.14%
+12.77%/yr |
+10.85%/yr
R2=0.975 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+559.07%
+13.50%/yr |
+12.24%/yr
R2=0.978 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+516.89%
+13.00%/yr |
+12.18%/yr
R2=0.986 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Tue 2026-09-08 |
Start
Value |
End
Value |
|---|---|---|
| VYM × |
$10,000.00
2011-10-20 |
$59,813.96
2026-09-08 |
| SCHD × |
$10,000.00
2011-10-20 |
$65,906.91
2026-09-08 |
| VIG × |
$10,000.00
2011-10-20 |
$61,689.25
2026-09-08 |
| YTD | YoY | |
|---|---|---|
| VYM × | +15.32% | +20.01% |
| SCHD × | +27.51% | +30.01% |
| VIG × | +10.14% | +14.72% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VYM × |
−2.10%
on 2026-09-08 from 2026-08-13 peak |
−35.21%
on 2020-03-23 from 2020-01-17 peak |
| SCHD × |
−2.27%
on 2026-09-08 from 2026-08-24 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| VIG × |
−2.64%
on 2026-09-08 from 2026-08-13 peak |
−31.72%
on 2020-03-23 from 2020-02-14 peak |
| Period ending Tue 2026-09-08 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VYM × | +20.01% |
+39.97% +18.31%/yr |
+66.25% +18.46%/yr |
+77.54% +12.16%/yr |
+201.74% +11.68%/yr |
| SCHD × | +30.01% |
+35.42% +16.37%/yr |
+56.49% +16.10%/yr |
+60.67% +9.95%/yr |
+237.72% +12.94%/yr |
| VIG × | +14.72% |
+30.45% +14.21%/yr |
+56.94% +16.21%/yr |
+62.90% +10.25%/yr |
+241.29% +13.06%/yr |
| Year | VYM | SCHD | VIG |
|---|---|---|---|
| 2026 (YTD) | +15.32% | +27.51% | +10.14% |
| 2025 | +15.43% | +4.34% | +14.17% |
| 2024 | +17.60% | +11.66% | +16.99% |
| 2023 | +6.59% | +4.54% | +14.51% |
| 2022 | −0.45% | −3.26% | −9.81% |
| 2021 | +26.20% | +29.87% | +23.76% |
| 2020 | +1.15% | +15.03% | +15.43% |
| 2019 | +24.06% | +27.29% | +29.62% |
| 2018 | −5.92% | −5.56% | −2.08% |
| 2017 | +16.42% | +20.85% | +22.22% |
| 2016 | +17.04% | +16.45% | +11.96% |
| 2015 | +0.28% | −0.30% | −1.94% |
| 2014 | +13.54% | +11.69% | +10.08% |
| 2013 | +30.08% | +32.88% | +28.87% |
| 2012 | +12.69% | +11.39% | +11.65% |
| 2011 | +10.55% | +5.31% | +6.16% |
| 2010 | +14.22% | — | +14.74% |
| 2009 | +17.19% | — | +19.58% |
| 2008 | −31.92% | — | −26.69% |
| 2007 | +1.37% | — | +5.63% |
| 2006 | +2.83% | — | +8.55% |
