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

Total Real Returns

DGRO,SCHD,SCHG: 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
SCHG
×
+2.58%
2025-02-10
7.085 TRR
2025-02-10
Schwab U.S. Large-Cap Growth 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
SCHG
×
+294.55%
+13.73%/yr
+12.93%/yr
(R2=0.906)
Schwab U.S. Large-Cap Growth 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
SCHG
×
$10,000.00
2014-06-12
$39,455.22
2025-02-10
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year DGRO SCHD SCHG
2025 (YTD) +3.27% +0.99% +2.58%
2024 +13.35% +8.55% +31.21%
2023 +6.89% +1.16% +45.16%
2022 −13.50% −9.14% −35.92%
2021 +18.32% +21.33% +19.70%
2020 +8.03% +13.48% +37.30%
2019 +26.98% +24.45% +32.89%
2018 −4.21% −7.34% −3.14%
2017 +20.48% +18.33% +25.36%
2016 +12.85% +14.13% +4.65%
2015 −1.42% −1.08% +2.50%
2014 +10.08% +10.87% +14.93%
2013 +30.93% +32.05%
2012 +9.49% +14.89%
2011 +5.72% −3.59%
2010 +15.11%
2009 +2.82%

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
SCHG
×
−1.78% −38.91%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund