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

Total Real Returns

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

Thu 2016-09-15? to Tue 2025-08-26 YTD
Return
TRR
Price
FDVV
×
+9.50%
2025-08-26
2.244 TRR
2025-08-26
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
+0.91%
2025-08-26
3.589 TRR
2025-08-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2016-09-15? to Tue 2025-08-26 Overall
Return
Exponential
Trendline
FDVV
×
+124.43%
+9.46%/yr
+8.11%/yr
(R2=0.874)
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
+99.07%
+8.00%/yr
+8.03%/yr
(R2=0.840)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15? to Tue 2025-08-26 Start
Value
End
Value
FDVV
×
$10,000.00
2016-09-15
$22,443.00
2025-08-26
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-09-15
$19,906.74
2025-08-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year FDVV SCHD
2025 (YTD) +9.50% +0.91%
2024 +18.39% +8.52%
2023 +14.18% +1.16%
2022 −10.03% −9.11%
2021 +20.74% +21.30%
2020 +1.42% +13.49%
2019 +21.28% +24.43%
2018 −3.09% −7.32%
2017 +11.60% +18.34%
2016 +4.93% +14.07%
2015 −1.00%
2014 +10.84%
2013 +30.95%
2012 +9.49%
2011 +5.72%

Drawdowns

Thu 2016-09-15? to Tue 2025-08-26 Current
Drawdown
Worst
Drawdown
FDVV
×
−0.36% −40.23%
2020-03-23
Fidelity High Dividend ETF Exchange-Traded Fund
SCHD
×
−5.80% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund