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

Total Real Returns

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

Thu 2011-10-20? to Mon 2025-08-25 YTD
Return
TRR
Price
ITOT
×
+7.28%
2025-08-25
4.736 TRR
2025-08-25
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
SCHD
×
+1.02%
2025-08-25
3.592 TRR
2025-08-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2025-08-25 Overall
Return
Exponential
Trendline
ITOT
×
+358.62%
+11.63%/yr
+10.10%/yr
(R2=0.947)
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
SCHD
×
+259.20%
+9.67%/yr
+9.44%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-08-25 Start
Value
End
Value
ITOT
×
$10,000.00
2011-10-20
$45,862.41
2025-08-25
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$35,920.32
2025-08-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year ITOT SCHD
2025 (YTD) +7.28% +1.02%
2024 +20.33% +8.53%
2023 +22.04% +1.16%
2022 −24.36% −9.14%
2021 +17.42% +21.36%
2020 +19.08% +13.44%
2019 +27.75% +24.50%
2018 −7.10% −7.37%
2017 +18.86% +18.34%
2016 +10.32% +14.16%
2015 +0.17% −1.08%
2014 +12.67% +10.84%
2013 +31.34% +30.95%
2012 +13.88% +9.49%
2011 −1.20% +5.73%
2010 +14.50%
2009 +23.25%
2008 −36.52%
2007 +1.00%
2006 +12.31%
2005 +1.85%
2004 +5.82%

Drawdowns

Thu 2011-10-20? to Mon 2025-08-25 Current
Drawdown
Worst
Drawdown
ITOT
×
−0.46% −34.96%
2020-03-23
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
SCHD
×
−5.71% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund