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

Total Real Returns

DIVO,SCHD,VIG,BND: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2016-12-14? to Thu 2025-09-18 YTD
Return
TRR
Price
DIVO
×
+9.58%
2025-09-18
2.07 TRR
2025-09-18
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
−0.40%
2025-09-18
3.542 TRR
2025-09-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+8.10%
2025-09-18
3.931 TRR
2025-09-18
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
BND
×
+3.29%
2025-09-18
1.111 TRR
2025-09-18
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Returns

Wed 2016-12-14? to Thu 2025-09-18 Overall
Return
Exponential
Trendline
DIVO
×
+107.03%
+8.66%/yr
+7.53%/yr
(R2=0.901)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+86.23%
+7.36%/yr
+7.79%/yr
(R2=0.818)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+120.02%
+9.42%/yr
+8.02%/yr
(R2=0.874)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
BND
×
−11.89%
−1.43%/yr
−2.96%/yr
(R2=0.496)
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2016-12-14? to Thu 2025-09-18 Start
Value
End
Value
DIVO
×
$10,000.00
2016-12-14
$20,703.23
2025-09-18
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-12-14
$18,622.80
2025-09-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
$10,000.00
2016-12-14
$22,001.84
2025-09-18
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
BND
×
$10,000.00
2016-12-14
$8,810.99
2025-09-18
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Annual Returns

Year DIVO SCHD VIG BND
2025 (YTD) +9.58% −0.40% +8.10% +3.29%
2024 +12.95% +8.50% +13.71% −1.46%
2023 +3.51% +1.15% +10.81% +2.24%
2022 −7.46% −9.12% −15.29% −18.40%
2021 +14.79% +21.34% +15.63% −8.45%
2020 +10.90% +13.45% +13.88% +6.10%
2019 +22.12% +24.50% +26.73% +6.40%
2018 −5.00% −7.36% −3.92% −1.98%
2017 +18.91% +18.37% +19.69% +1.42%
2016 −0.56% +14.04% +9.69% +0.45%
2015 −1.00% −2.65% −0.18%
2014 +10.81% +9.26% +5.03%
2013 +30.96% +26.97% −3.55%
2012 +9.49% +9.75% +2.12%
2011 +5.73% +3.10% +4.82%
2010 +13.05% +4.63%
2009 +16.42% +0.89%
2008 −26.76% +6.78%
2007 +1.46% +3.94%
2006 +8.31%

Drawdowns

Wed 2016-12-14? to Thu 2025-09-18 Current
Drawdown
Worst
Drawdown
DIVO
×
0.00% −30.25%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
−7.04% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
−0.46% −31.70%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
BND
×
−23.09% −30.92%
2023-10-19
Vanguard Total Bond Market Index Fund ETF Shares NASDAQ Exchange-Traded Fund