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

Total Real Returns

VYM vs. SCHD vs. VIG vs. KO vs. T: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-11-06 Overall
Return 		Exponential
Trendline
VYM × 		+485.13%
+12.46%/yr 		+10.89%/yr
R2=0.976
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD × 		+578.98%
+13.58%/yr 		+12.26%/yr
R2=0.979
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG × 		+527.65%
+12.98%/yr 		+12.19%/yr
R2=0.987
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
KO × 		+351.17%
+10.53%/yr 		+8.51%/yr
R2=0.965
The Coca-Cola Company NYSE Common Stock
T × 		+179.14%
+7.06%/yr 		+5.48%/yr
R2=0.712
AT&T Inc. NYSE Common Stock

Growth of $10,000 Summary

Thu 2011-10-20💬 to Fri 2026-11-06 Start
Value 		End
Value
VYM × 		$10,000.00
2011-10-20 		$58,513.04
2026-11-06
SCHD × 		$10,000.00
2011-10-20 		$67,898.37
2026-11-06
VIG × 		$10,000.00
2011-10-20 		$62,764.86
2026-11-06
KO × 		$10,000.00
2011-10-20 		$45,116.50
2026-11-06
T × 		$10,000.00
2011-10-20 		$27,914.00
2026-11-06

This Year’s Performance

through 2026-11-06

  YTD YoY
VYM × 		+12.81% +16.77%
SCHD × 		+31.37% +37.26%
VIG × 		+12.06% +14.83%
KO × 		+39.51% +42.21%
T × 		−8.77% −8.40%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VYM × 		−4.23%
on 2026-11-06
from 2026-08-13 peak 		−35.21%
on 2020-03-23
from 2020-01-17 peak
SCHD × 		−2.87%
on 2026-11-06
from 2026-11-04 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak
VIG × 		−3.70%
on 2026-11-06
from 2026-11-04 peak 		−31.72%
on 2020-03-23
from 2020-02-14 peak
KO × 		−0.17%
on 2026-11-06
from 2026-11-02 peak 		−36.99%
on 2020-03-23
from 2020-02-21 peak
T × 		−23.03%
on 2026-11-06
from 2026-03-27 peak 		−39.43%
on 2023-07-18
from 2020-01-22 peak

Rolling Returns

Period ending Fri 2026-11-06 1 yr 2 yr 3 yr 5 yr 10 yr
VYM × 		+16.77% +26.48%
+12.46%/yr 		+66.86%
+18.61%/yr 		+66.51%
+10.74%/yr 		+207.84%
+11.90%/yr
SCHD × 		+37.26% +30.15%
+14.08%/yr 		+68.31%
+18.95%/yr 		+59.86%
+9.84%/yr 		+260.77%
+13.69%/yr
VIG × 		+14.83% +24.98%
+11.80%/yr 		+62.42%
+17.55%/yr 		+59.54%
+9.79%/yr 		+261.44%
+13.71%/yr
KO × 		+42.21% +58.82%
+26.02%/yr 		+83.07%
+22.33%/yr 		+94.84%
+14.27%/yr 		+212.88%
+12.08%/yr
T × 		−8.40% +6.08%
+3.00%/yr 		+59.64%
+16.87%/yr 		+52.09%
+8.75%/yr 		+56.86%
+4.60%/yr

Annual Returns

Year VYM SCHD VIG KO T
2026 (YTD) +12.81% +31.37% +12.06% +39.51% −8.77%
2025 +15.43% +4.34% +14.17% +15.60% +13.98%
2024 +17.60% +11.66% +16.99% +8.88% +44.10%
2023 +6.59% +4.54% +14.51% −4.43% −2.73%
2022 −0.45% −3.26% −9.81% +10.61% +6.47%
2021 +26.20% +29.87% +23.76% +11.37% −5.90%
2020 +1.15% +15.03% +15.43% +2.47% −19.65%
2019 +24.06% +27.29% +29.62% +20.60% +48.48%
2018 −5.92% −5.56% −2.08% +6.77% −20.78%
2017 +16.42% +20.85% +22.22% +14.38% −2.46%
2016 +17.04% +16.45% +11.96% −0.36% +31.99%
2015 +0.28% −0.30% −1.94% +5.14% +10.31%
2014 +13.54% +11.69% +10.08% +5.27% +2.39%
2013 +30.08% +32.88% +28.87% +17.23% +11.55%
2012 +12.69% +11.39% +11.65% +6.53% +19.52%
2011 +10.55% +5.31% +6.16% +9.46% +11.10%
2010 +14.22% — +14.74% +19.02% +13.92%
2009 +17.19% — +19.58% +30.30% +6.84%
2008 −31.92% — −26.69% −24.10% −26.92%
2007 +1.37% — +5.63% +30.45% +22.06%
2006 +2.83% — +8.55% +23.10% +55.58%
2005 — — — −0.66% +2.00%
2004 — — — −16.13% +5.44%
2003 — — — +18.13% +3.55%
2002 — — — −5.50% −27.49%
2001 — — — −21.46% −15.47%
2000 — — — +5.98% +0.77%
1999 — — — −12.16% −6.82%
1998 — — — +1.32% +50.80%
1997 — — — +27.86% +47.03%
1996 — — — +43.26% −3.09%
1995 — — — +46.20% +48.76%
1994 — — — +17.44% +2.27%
1993 — — — +8.29% +17.94%
1992 — — — +5.77% +21.73%
1991 — — — +75.40% +23.52%
1990 — — — +22.72% −6.61%
1989 — — — +77.04% +69.99%
1988 — — — +20.57% +28.11%
1987 — — — +3.61% +4.61%
1986 — — — +37.98% +43.10%
1985 — — — +41.27% +33.86%
1984 — — — +22.27% +31.91%
1983 — — — +8.37% −4.47%
1982 — — — +60.05% —
1981 — — — +11.32% —
1980 — — — +3.40% —
1979 — — — −17.21% —
1978 — — — +22.85% —
1977 — — — −1.77% —
1976 — — — −0.83% —
1975 — — — +59.67% —
1974 — — — −56.95% —
1973 — — — −13.75% —
1972 — — — +23.21% —
1971 — — — +46.21% —
1970 — — — +4.51% —
1969 — — — +15.09% —
1968 — — — +7.89% —
1967 — — — +47.83% —
1966 — — — +4.20% —
1965 — — — +22.30% —
1964 — — — +21.71% —
1963 — — — +35.71% —
1962 — — — −15.63% —