All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DGRO,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2014-06-12? to Mon 2025-02-10 YTD
Return
TRR
Price
DGRO
×
+3.27%
2025-02-10
2.482 TRR
2025-02-10
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+0.99%
2025-02-10
3.592 TRR
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Mon 2025-02-10 Overall
Return
Exponential
Trendline
DGRO
×
+148.24%
+8.90%/yr
+8.77%/yr
(R2=0.923)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+132.21%
+8.22%/yr
+8.92%/yr
(R2=0.915)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Mon 2025-02-10 Start
Value
End
Value
DGRO
×
$10,000.00
2014-06-12
$24,824.22
2025-02-10
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$23,221.48
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year DGRO SCHD
2025 (YTD) +3.27% +0.99%
2024 +13.35% +8.55%
2023 +6.89% +1.16%
2022 −13.50% −9.14%
2021 +18.32% +21.33%
2020 +8.03% +13.48%
2019 +26.98% +24.45%
2018 −4.21% −7.34%
2017 +20.48% +18.33%
2016 +12.85% +14.13%
2015 −1.42% −1.08%
2014 +10.08% +10.87%
2013 +30.93%
2012 +9.49%
2011 +5.72%

Drawdowns

Thu 2014-06-12? to Mon 2025-02-10 Current
Drawdown
Worst
Drawdown
DGRO
×
−1.90% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
−5.72% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund