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 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
VOO × 		+724.67%
+15.23%/yr 		+13.73%/yr
R2=0.981
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

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
VOO × 		$10,000.00
2011-10-20 		$82,466.87
2026-09-08

This Year’s Performance

through 2026-09-08

  YTD YoY
VYM × 		+15.32% +20.01%
SCHD × 		+27.51% +30.01%
VIG × 		+10.14% +14.72%
VOO × 		+12.95% +19.43%

Drawdowns

  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
VOO × 		−1.52%
on 2026-09-08
from 2026-08-13 peak 		−33.99%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

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
VOO × 		+19.43% +45.30%
+20.54%/yr 		+78.87%
+21.39%/yr 		+82.28%
+12.76%/yr 		+314.21%
+15.27%/yr

Annual Returns

Year VYM SCHD VIG VOO
2026 (YTD) +15.32% +27.51% +10.14% +12.95%
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% —