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

Total Real Returns

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

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
VYM × 		+489.43%
+12.56%/yr 		+10.88%/yr
R2=0.976
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD × 		+563.15%
+13.45%/yr 		+12.24%/yr
R2=0.978
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG × 		+523.60%
+12.99%/yr 		+12.19%/yr
R2=0.986
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
VOO × 		+723.90%
+15.11%/yr 		+13.76%/yr
R2=0.982
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Fri 2026-10-16 Start
Value 		End
Value
VYM × 		$10,000.00
2011-10-20 		$58,943.40
2026-10-16
SCHD × 		$10,000.00
2011-10-20 		$66,315.30
2026-10-16
VIG × 		$10,000.00
2011-10-20 		$62,359.91
2026-10-16
VOO × 		$10,000.00
2011-10-20 		$82,389.98
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
VYM × 		+13.64% +17.70%
SCHD × 		+28.30% +33.81%
VIG × 		+11.34% +14.19%
VOO × 		+12.85% +16.84%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
VYM × 		−3.53%
on 2026-10-16
from 2026-08-13 peak 		−35.21%
on 2020-03-23
from 2020-01-17 peak
SCHD × 		−1.67%
on 2026-10-16
from 2026-08-24 peak 		−33.37%
on 2020-03-23
from 2020-01-23 peak
VIG × 		−1.58%
on 2026-10-16
from 2026-08-13 peak 		−31.72%
on 2020-03-23
from 2020-02-14 peak
VOO × 		−2.04%
on 2026-10-16
from 2026-10-06 peak 		−33.99%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
VYM × 		+17.70% +28.43%
+13.33%/yr 		+67.96%
+18.87%/yr 		+72.62%
+11.54%/yr 		+205.48%
+11.81%/yr
SCHD × 		+33.81% +28.18%
+13.22%/yr 		+61.59%
+17.35%/yr 		+59.97%
+9.85%/yr 		+247.10%
+13.25%/yr
VIG × 		+14.19% +24.34%
+11.51%/yr 		+61.93%
+17.43%/yr 		+65.30%
+10.57%/yr 		+254.57%
+13.49%/yr
VOO × 		+16.84% +34.28%
+15.88%/yr 		+81.94%
+22.08%/yr 		+83.59%
+12.92%/yr 		+322.28%
+15.49%/yr

Annual Returns

Year VYM SCHD VIG VOO
2026 (YTD) +13.64% +28.30% +11.34% +12.85%
2025 +15.43% +4.34% +14.17% +17.82%
2024 +17.60% +11.66% +16.99% +24.98%
2023 +6.59% +4.54% +14.51% +26.32%
2022 −0.45% −3.26% −9.81% −18.17%
2021 +26.20% +29.87% +23.76% +28.79%
2020 +1.15% +15.03% +15.43% +18.32%
2019 +24.06% +27.29% +29.62% +31.37%
2018 −5.92% −5.56% −2.08% −4.50%
2017 +16.42% +20.85% +22.22% +21.77%
2016 +17.04% +16.45% +11.96% +12.17%
2015 +0.28% −0.30% −1.94% +1.33%
2014 +13.54% +11.69% +10.08% +13.56%
2013 +30.08% +32.88% +28.87% +32.39%
2012 +12.69% +11.39% +11.65% +15.99%
2011 +10.55% +5.31% +6.16% +1.90%
2010 +14.22% — +14.74% +14.78%
2009 +17.19% — +19.58% —
2008 −31.92% — −26.69% —
2007 +1.37% — +5.63% —
2006 +2.83% — +8.55% —