All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2006-11-16💬 to Thu 2026-11-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DVY × |
+181.83%
+5.33%/yr |
+7.48%/yr
R2=0.869 |
||||
| iShares Select Dividend ETF NASDAQ Exchange-Traded Fund | ||||||
| SPY × |
+348.81%
+7.81%/yr |
+9.81%/yr
R2=0.931 |
||||
| State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| VYM × |
+246.25%
+6.42%/yr |
+8.09%/yr
R2=0.913 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2006-11-16💬 to Thu 2026-11-05 |
Start
Value |
End
Value |
|---|---|---|
| DVY × |
$10,000.00
2006-11-16 |
$28,183.22
2026-11-05 |
| SPY × |
$10,000.00
2006-11-16 |
$44,881.38
2026-11-05 |
| VYM × |
$10,000.00
2006-11-16 |
$34,624.51
2026-11-05 |
| YTD | YoY | |
|---|---|---|
| DVY × | +12.05% | +15.27% |
| SPY × | +3.81% | +4.90% |
| VYM × | +8.59% | +12.26% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| DVY × |
−3.00%
on 2026-11-05 from 2026-07-28 peak |
−63.42%
on 2009-03-09 from 2007-05-22 peak |
| SPY × |
−6.59%
on 2026-11-05 from 2026-08-13 peak |
−55.97%
on 2009-03-09 from 2007-10-09 peak |
| VYM × |
−4.87%
on 2026-11-05 from 2026-08-13 peak |
−57.72%
on 2009-03-05 from 2007-10-09 peak |
| Period ending Thu 2026-11-05 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| DVY × | +15.27% |
+19.67% +9.39%/yr |
+49.87% +14.44%/yr |
+31.02% +5.55%/yr |
+101.05% +7.23%/yr |
| SPY × | +4.90% |
+21.38% +10.17%/yr |
+59.06% +16.73%/yr |
+36.93% +6.49%/yr |
+194.15% +11.39%/yr |
| VYM × | +12.26% |
+22.03% +10.47%/yr |
+51.95% +14.97%/yr |
+36.93% +6.49%/yr |
+121.01% +8.25%/yr |
| Year | DVY | SPY | VYM |
|---|---|---|---|
| 2026 (YTD) | +12.05% | +3.81% | +8.59% |
| 2025 | +8.69% | +14.65% | +12.42% |
| 2024 | +12.98% | +21.39% | +14.30% |
| 2023 | −2.16% | +22.09% | +3.14% |
| 2022 | −4.39% | −23.15% | −6.49% |
| 2021 | +23.04% | +20.27% | +17.90% |
| 2020 | −6.19% | +16.74% | −0.21% |
| 2019 | +19.88% | +28.29% | +21.29% |
| 2018 | −8.11% | −6.35% | −7.68% |
| 2017 | +12.44% | +19.19% | +14.01% |
| 2016 | +19.17% | +9.73% | +14.66% |
| 2015 | −2.79% | +0.50% | −0.45% |
| 2014 | +14.00% | +12.61% | +12.69% |
| 2013 | +26.95% | +30.35% | +28.15% |
| 2012 | +8.60% | +14.01% | +10.77% |
| 2011 | +8.59% | −1.04% | +7.36% |
| 2010 | +16.03% | +13.36% | +12.54% |
| 2009 | +8.23% | +23.01% | +14.08% |
| 2008 | −32.94% | −36.85% | −31.98% |
| 2007 | −9.40% | +1.01% | −2.62% |
| 2006 | +16.51% | +13.00% | +2.75% |
| 2005 | −0.59% | +1.35% | — |
| 2004 | +14.21% | +7.21% | — |
| 2003 | +7.44% | +25.82% | — |
| 2002 | — | −23.41% | — |
| 2001 | — | −13.10% | — |
| 2000 | — | −12.70% | — |
| 1999 | — | +17.24% | — |
| 1998 | — | +26.65% | — |
| 1997 | — | +31.24% | — |
| 1996 | — | +18.63% | — |
| 1995 | — | +34.61% | — |
| 1994 | — | −2.22% | — |
| 1993 | — | +6.22% | — |
