All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2014-06-12? to Tue 2024-11-05 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
DGRO × |
+14.47%
2024-11-05 |
2.427 TRR
2024-11-05 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+11.56%
2024-11-05 |
3.655 TRR
2024-11-05 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Tue 2024-11-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
DGRO × |
+142.75%
+8.90%/yr |
+8.77%/yr
(R2=0.918) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+136.30%
+8.62%/yr |
+8.98%/yr
(R2=0.911) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Tue 2024-11-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
DGRO × |
$10,000.00
2014-06-12 |
$24,274.60
2024-11-05 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2014-06-12 |
$23,630.31
2024-11-05 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | DGRO | SCHD |
---|---|---|
2024 (YTD) | +14.47% | +11.56% |
2023 | +6.90% | +1.15% |
2022 | −13.50% | −9.14% |
2021 | +18.32% | +21.35% |
2020 | +8.02% | +13.48% |
2019 | +26.97% | +24.46% |
2018 | −4.22% | −7.34% |
2017 | +20.45% | +18.33% |
2016 | +12.87% | +14.10% |
2015 | −1.41% | −1.00% |
2014 | +10.07% | +10.79% |
2013 | — | +30.95% |
2012 | — | +9.49% |
2011 | — | +5.73% |
Thu 2014-06-12? to Tue 2024-11-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
DGRO × | −2.44% |
−35.10%
2020-03-23 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
SCHD × | −1.63% |
−33.53%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||