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

Total Real Returns

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

Thu 2016-09-15💬 to Fri 2026-06-05 YTD
Return
1 Year
Return
DGRO
×
+5.47%
2026-06-05
+18.56%
2026-06-05
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
+3.30%
2026-06-05
+14.49%
2026-06-05
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
FDVV
×
+4.53%
2026-06-05
+19.02%
2026-06-05
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
+15.13%
2026-06-05
+23.07%
2026-06-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2016-09-15💬 to Fri 2026-06-05 Overall
Return
Exponential
Trendline
DGRO
×
+147.22%
+9.76%/yr
+8.06%/yr
(R2=0.900)
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
+142.74%
+9.55%/yr
+8.40%/yr
(R2=0.911)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
FDVV
×
+144.35%
+9.63%/yr
+8.67%/yr
(R2=0.898)
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
+130.79%
+8.99%/yr
+7.82%/yr
(R2=0.860)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15💬 to Fri 2026-06-05 Start
Value
End
Value
DGRO
×
$10,000.00
2016-09-15
$24,721.61
2026-06-05
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
$10,000.00
2016-09-15
$24,273.89
2026-06-05
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
FDVV
×
$10,000.00
2016-09-15
$24,435.15
2026-06-05
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-09-15
$23,078.76
2026-06-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year DGRO VIG FDVV SCHD
2026 (YTD) +5.47% +3.30% +4.53% +15.13%
2025 +12.68% +11.20% +14.04% +1.62%
2024 +13.35% +13.71% +18.39% +8.53%
2023 +6.89% +10.80% +14.18% +1.16%
2022 −13.50% −15.29% −10.03% −9.13%
2021 +18.32% +15.63% +20.74% +21.34%
2020 +8.03% +13.88% +1.42% +13.48%
2019 +26.97% +26.72% +21.30% +24.45%
2018 −4.21% −3.91% −3.11% −7.33%
2017 +20.46% +19.69% +11.60% +18.35%
2016 +12.87% +9.69% +4.93% +14.09%
2015 −1.42% −2.66% −1.02%
2014 +10.07% +9.26% +10.85%
2013 +26.96% +30.91%
2012 +9.75% +9.50%
2011 +3.10% +5.72%
2010 +13.05%
2009 +16.42%
2008 −26.76%
2007 +1.47%
2006 +8.30%

Drawdowns

Thu 2016-09-15💬 to Fri 2026-06-05 Current
Drawdown
Worst
Drawdown
DGRO
×
−0.79%
from 2026-06-04 peak
−35.10%
2020-03-23
from 2020-02-12 peak
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
−1.38%
from 2026-06-04 peak
−31.70%
2020-03-23
from 2020-02-14 peak
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
FDVV
×
−1.69%
from 2026-05-29 peak
−40.24%
2020-03-23
from 2020-02-14 peak
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
−1.76%
from 2026-05-22 peak
−33.51%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-05 1
Year
2
Years
3
Years
5
Years
10
Years
DGRO
×
+18.56% +28.38%
+13.31%/yr
+46.38%
+13.54%/yr
+33.11%
+5.88%/yr
+150.64%
+9.62%/yr
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
+14.49% +25.00%
+11.81%/yr
+43.03%
+12.67%/yr
+32.29%
+5.75%/yr
+146.74%
+9.45%/yr
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
FDVV
×
+19.02% +28.82%
+13.51%/yr
+57.87%
+16.44%/yr
+50.16%
+8.47%/yr
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
+23.07% +25.66%
+12.11%/yr
+39.35%
+11.69%/yr
+20.19%
+3.74%/yr
+138.67%
+9.08%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund