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 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
SCHG
×
+24.13%
2024-11-05
6.536 TRR
2024-11-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

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
SCHG
×
+263.99%
+13.23%/yr
+12.74%/yr
(R2=0.899)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

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
SCHG
×
$10,000.00
2014-06-12
$36,398.68
2024-11-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year DGRO SCHD SCHG
2024 (YTD) +14.47% +11.56% +24.13%
2023 +6.90% +1.15% +45.19%
2022 −13.50% −9.14% −35.91%
2021 +18.32% +21.35% +19.65%
2020 +8.02% +13.48% +37.33%
2019 +26.97% +24.46% +32.92%
2018 −4.22% −7.34% −3.23%
2017 +20.45% +18.33% +25.45%
2016 +12.87% +14.10% +4.66%
2015 −1.41% −1.00% +2.48%
2014 +10.07% +10.79% +14.94%
2013 +30.95% +32.06%
2012 +9.49% +14.88%
2011 +5.73% −3.59%
2010 +15.12%
2009 +2.82%

Drawdowns

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
SCHG
×
−1.45% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund