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

Total Real Returns

ENB vs. SCHD vs. FDVV vs. DGRO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2016-09-15💬 to Fri 2026-08-07 Overall
Return 		Exponential
Trendline
ENB × 		+53.89%
+4.45%/yr 		+5.43%/yr
R2=0.585
Enbridge Inc NYSE Common Stock
SCHD × 		+143.47%
+9.41%/yr 		+7.87%/yr
R2=0.867
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FDVV × 		+160.20%
+10.15%/yr 		+8.80%/yr
R2=0.903
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO × 		+161.78%
+10.22%/yr 		+8.14%/yr
R2=0.905
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2016-09-15💬 to Fri 2026-08-07 Start
Value 		End
Value
ENB × 		$10,000.00
2016-09-15 		$15,388.68
2026-08-07
SCHD × 		$10,000.00
2016-09-15 		$24,347.34
2026-08-07
FDVV × 		$10,000.00
2016-09-15 		$26,020.22
2026-08-07
DGRO × 		$10,000.00
2016-09-15 		$26,177.76
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
ENB × 		+6.35% +10.88%
SCHD × 		+21.45% +26.71%
FDVV × 		+11.31% +18.47%
DGRO × 		+11.68% +20.72%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
ENB × 		−11.82%
on 2026-08-07
from 2026-05-22 peak 		−44.07%
on 2020-03-23
from 2020-02-12 peak
SCHD × 		−0.07%
on 2026-08-07
from 2026-07-28 peak 		−33.51%
on 2020-03-23
from 2020-01-23 peak
FDVV × 		—
on 2026-08-07 		−40.24%
on 2020-03-23
from 2020-02-14 peak
DGRO × 		—
on 2026-08-07 		−35.10%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
ENB × 		+10.88% +40.65%
+18.59%/yr 		+57.57%
+16.37%/yr 		+45.48%
+7.78%/yr 		+64.90%
+5.13%/yr
SCHD × 		+26.71% +30.16%
+14.09%/yr 		+38.60%
+11.50%/yr 		+29.38%
+5.29%/yr 		+139.74%
+9.14%/yr
FDVV × 		+18.47% +37.89%
+17.43%/yr 		+57.56%
+16.36%/yr 		+61.21%
+10.02%/yr 		—
DGRO × 		+20.72% +34.51%
+15.98%/yr 		+47.55%
+13.84%/yr 		+39.23%
+6.84%/yr 		+155.95%
+9.85%/yr

Annual Returns

Year ENB SCHD FDVV DGRO
2026 (YTD) +6.35% +21.45% +11.31% +11.68%
2025 +16.40% +1.62% +14.04% +12.68%
2024 +22.80% +8.53% +18.39% +13.35%
2023 −4.34% +1.16% +14.18% +6.89%
2022 +0.01% −9.13% −10.03% −13.50%
2021 +22.22% +21.34% +20.74% +18.32%
2020 −14.75% +13.48% +1.42% +8.03%
2019 +32.99% +24.45% +21.30% +26.97%
2018 −17.10% −7.33% −3.11% −4.21%
2017 −4.73% +18.34% +11.60% +20.46%
2016 +29.62% +14.09% +4.93% +12.87%
2015 −33.77% −1.02% — −1.42%
2014 +20.09% +10.85% — +10.07%
2013 +2.14% +30.91% — —
2012 +17.14% +9.49% — —
2011 +33.07% +5.73% — —
2010 +24.31% — — —
2009 +43.64% — — —
2008 −17.23% — — —
2007 +16.61% — — —
2006 +11.72% — — —
2005 +25.26% — — —
2004 +20.69% — — —
2003 +56.97% — — —
2002 +0.71% — — —
2001 −3.09% — — —
2000 +43.07% — — —
1999 −11.52% — — —
1998 +4.00% — — —
1997 +60.16% — — —
1996 +31.30% — — —
1995 +15.45% — — —
1994 −12.64% — — —
1993 +39.04% — — —
1992 −17.74% — — —
1991 +19.20% — — —
1990 +6.66% — — —
1989 +4.93% — — —
1988 +8.54% — — —
1987 +17.12% — — —
1986 −4.99% — — —
1985 +20.43% — — —
1984 +15.07% — — —