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

Total Real Returns

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

Growth of $10,000

Thu 2016-09-15💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
FDVV × 		+157.30%
+9.94%/yr 		+8.86%/yr
R2=0.904
Fidelity High Dividend ETF Exchange-Traded Fund
VYM × 		+122.64%
+8.36%/yr 		+6.64%/yr
R2=0.873
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD × 		+150.11%
+9.63%/yr 		+7.92%/yr
R2=0.870
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PAYX × 		+102.64%
+7.34%/yr 		+8.55%/yr
R2=0.716
Paychex Inc NASDAQ Common Stock

Growth of $10,000 Summary

Thu 2016-09-15💬 to Fri 2026-09-04 Start
Value 		End
Value
FDVV × 		$10,000.00
2016-09-15 		$25,730.37
2026-09-04
VYM × 		$10,000.00
2016-09-15 		$22,263.96
2026-09-04
SCHD × 		$10,000.00
2016-09-15 		$25,011.41
2026-09-04
PAYX × 		$10,000.00
2016-09-15 		$20,264.20
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
FDVV × 		+10.07% +14.98%
VYM × 		+12.05% +16.93%
SCHD × 		+24.76% +26.07%
PAYX × 		+8.54% −10.46%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FDVV × 		−1.57%
on 2026-09-04
from 2026-08-13 peak 		−40.24%
on 2020-03-23
from 2020-02-14 peak
VYM × 		−1.86%
on 2026-09-04
from 2026-08-13 peak 		−35.39%
on 2020-03-23
from 2020-01-17 peak
SCHD × 		−1.26%
on 2026-09-04
from 2026-08-24 peak 		−33.51%
on 2020-03-23
from 2020-01-23 peak
PAYX × 		−23.04%
on 2026-09-04
from 2025-06-06 peak 		−46.52%
on 2026-04-10
from 2025-06-06 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
FDVV × 		+14.98% +28.91%
+13.54%/yr 		+56.50%
+16.10%/yr 		+57.88%
+9.56%/yr 		—
VYM × 		+16.93% +29.40%
+13.75%/yr 		+51.51%
+14.85%/yr 		+44.28%
+7.61%/yr 		+118.58%
+8.13%/yr
SCHD × 		+26.07% +26.44%
+12.44%/yr 		+43.15%
+12.70%/yr 		+31.06%
+5.56%/yr 		+145.41%
+9.39%/yr
PAYX × 		−10.46% −6.97%
−3.55%/yr 		+0.96%
+0.32%/yr 		+2.23%
+0.44%/yr 		+95.44%
+6.93%/yr

Annual Returns

Year FDVV VYM SCHD PAYX
2026 (YTD) +10.07% +12.05% +24.76% +8.54%
2025 +14.04% +12.42% +1.62% −19.64%
2024 +18.39% +14.30% +8.53% +17.91%
2023 +14.18% +3.14% +1.16% +2.78%
2022 −10.03% −6.49% −9.13% −18.43%
2021 +20.74% +17.90% +21.34% +40.29%
2020 +1.42% −0.21% +13.48% +11.73%
2019 +21.30% +21.29% +24.45% +31.52%
2018 −3.11% −7.68% −7.33% −2.93%
2017 +11.60% +14.01% +18.34% +13.02%
2016 +4.93% +14.66% +14.09% +16.56%
2015 — −0.45% −1.02% +17.54%
2014 — +12.69% +10.85% +4.18%
2013 — +28.15% +30.91% +46.71%
2012 — +10.77% +9.49% +7.82%
2011 — +7.36% +5.73% −1.49%
2010 — +12.54% — +3.80%
2009 — +14.08% — +18.87%
2008 — −31.98% — −24.69%
2007 — −2.62% — −9.72%
2006 — +2.75% — +3.06%
2005 — — — +9.94%
2004 — — — −9.98%
2003 — — — +32.79%
2002 — — — −20.67%
2001 — — — −28.69%
2000 — — — +77.58%
1999 — — — +14.53%
1998 — — — +51.03%
1997 — — — +46.30%
1996 — — — +50.64%
1995 — — — +81.55%
1994 — — — +13.55%
1993 — — — +45.88%
1992 — — — +48.86%
1991 — — — +85.22%
1990 — — — −10.27%
1989 — — — +7.12%
1988 — — — +1.75%
1987 — — — +1.93%
1986 — — — +81.60%
1985 — — — +95.19%
1984 — — — −24.87%
1983 — — — −1.13%