O,PEP,JNJ,FDVV,DGRO,VYM,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2016-09-15💬 to Wed 2026-06-03	YTD Return	1 Year Return
O ×	+4.98% 2026-06-03	+8.34% 2026-06-03
Realty Income Corporation NYSE Common Stock
PEP ×	−2.83% 2026-06-03	+8.19% 2026-06-03
PepsiCo Inc NASDAQ Common Stock
JNJ ×	+5.77% 2026-06-03	+42.60% 2026-06-03
Johnson & Johnson NYSE Common Stock
FDVV ×	+5.10% 2026-06-03	+18.80% 2026-06-03
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO ×	+5.46% 2026-06-03	+17.92% 2026-06-03
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM ×	+9.06% 2026-06-03	+21.41% 2026-06-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	+15.40% 2026-06-03	+22.36% 2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2016-09-15💬 to Wed 2026-06-03	Overall Return	Exponential Trendline
O ×	+10.07% +0.99%/yr	+1.26%/yr (R2=0.084)
Realty Income Corporation NYSE Common Stock
PEP ×	+30.15% +2.75%/yr	+4.29%/yr (R2=0.531)
PepsiCo Inc NASDAQ Common Stock
JNJ ×	+77.36% +6.08%/yr	+3.49%/yr (R2=0.494)
Johnson & Johnson NYSE Common Stock
FDVV ×	+145.69% +9.70%/yr	+8.66%/yr (R2=0.898)
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO ×	+147.20% +9.76%/yr	+8.06%/yr (R2=0.900)
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM ×	+116.71% +8.29%/yr	+6.43%/yr (R2=0.867)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	+131.34% +9.02%/yr	+7.82%/yr (R2=0.860)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2016-09-15💬 to Wed 2026-06-03	Start Value	End Value
O ×	$10,000.00 2016-09-15	$11,006.74 2026-06-03
Realty Income Corporation NYSE Common Stock
PEP ×	$10,000.00 2016-09-15	$13,015.16 2026-06-03
PepsiCo Inc NASDAQ Common Stock
JNJ ×	$10,000.00 2016-09-15	$17,735.88 2026-06-03
Johnson & Johnson NYSE Common Stock
FDVV ×	$10,000.00 2016-09-15	$24,569.13 2026-06-03
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO ×	$10,000.00 2016-09-15	$24,720.11 2026-06-03
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM ×	$10,000.00 2016-09-15	$21,670.54 2026-06-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	$10,000.00 2016-09-15	$23,133.52 2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	O	PEP	JNJ	FDVV	DGRO	VYM	SCHD
2026 (YTD)	+4.98%	−2.83%	+5.77%	+5.10%	+5.46%	+9.06%	+15.40%
2025	+9.29%	−4.40%	+43.64%	+14.04%	+12.68%	+12.42%	+1.62%
2024	−4.85%	−10.19%	−7.48%	+18.39%	+13.35%	+14.30%	+8.53%
2023	−7.64%	−6.42%	−11.54%	+14.18%	+6.89%	+3.14%	+1.16%
2022	−13.00%	+0.30%	−0.46%	−10.03%	−13.50%	−6.49%	−9.13%
2021	+15.93%	+12.63%	+4.11%	+20.74%	+18.32%	+17.90%	+21.34%
2020	−12.66%	+10.17%	+9.33%	+1.42%	+8.03%	−0.21%	+13.48%
2019	+18.56%	+24.53%	+13.62%	+21.30%	+26.97%	+21.29%	+24.45%
2018	+13.78%	−6.59%	−6.91%	−3.11%	−4.21%	−7.68%	−7.33%
2017	+1.53%	+15.38%	+21.85%	+11.60%	+20.46%	+14.01%	+18.35%
2016	+13.44%	+5.61%	+12.99%	+4.93%	+12.87%	+14.66%	+14.09%
2015	+12.55%	+7.96%	+0.41%	—	−1.42%	−0.45%	−1.02%
2014	+33.34%	+16.39%	+16.46%	—	+10.07%	+12.69%	+10.85%
2013	−3.74%	+22.80%	+32.63%	—	—	+28.15%	+30.91%
2012	+18.27%	+4.58%	+8.96%	—	—	+10.77%	+9.50%
2011	+4.43%	+1.74%	+6.72%	—	—	+7.36%	+5.72%
2010	+37.27%	+9.06%	−2.05%	—	—	+12.54%	—
2009	+17.62%	+11.59%	+8.32%	—	—	+14.08%	—
2008	−8.31%	−26.03%	−7.80%	—	—	−31.98%	—
2007	−0.79%	+19.01%	−0.46%	—	—	−2.62%	—
2006	+32.71%	+5.22%	+9.67%	—	—	+2.75%	—
2005	−12.41%	+11.42%	−6.57%	—	—	—	—
2004	+29.65%	+10.22%	+21.23%	—	—	—	—
2003	+19.37%	+9.98%	−3.88%	—	—	—	—
2002	+24.52%	−14.18%	−10.02%	—	—	—	—
2001	+26.18%	−2.06%	+12.26%	—	—	—	—
2000	+28.38%	+37.95%	+10.50%	—	—	—	—
1999	−11.50%	−14.76%	+9.54%	—	—	—	—
1998	+3.92%	+12.49%	+26.94%	—	—	—	—
1997	+12.84%	+34.22%	+32.05%	—	—	—	—
1996	+11.02%	+2.80%	+14.31%	—	—	—	—
1995	+42.63%	+52.86%	+55.18%	—	—	—	—
1994	+9.85%	−11.91%	+21.79%	—	—	—	—
1993	—	−2.62%	−11.40%	—	—	—	—
1992	—	+20.73%	−12.72%	—	—	—	—
1991	—	+28.33%	+57.49%	—	—	—	—
1990	—	+16.72%	+16.29%	—	—	—	—
1989	—	+57.63%	+33.64%	—	—	—	—
1988	—	+15.85%	+9.05%	—	—	—	—
1987	—	+25.31%	+9.38%	—	—	—	—
1986	—	+8.38%	+23.51%	—	—	—	—
1985	—	+68.47%	+40.60%	—	—	—	—
1984	—	+12.36%	−14.80%	—	—	—	—
1983	—	+7.81%	−20.53%	—	—	—	—
1982	—	−1.31%	+28.94%	—	—	—	—
1981	—	+27.74%	+2.65%	—	—	—	—
1980	—	+2.57%	+11.94%	—	—	—	—
1979	—	−10.44%	−5.13%	—	—	—	—
1978	—	−13.09%	−11.80%	—	—	—	—
1977	—	+2.44%	−7.73%	—	—	—	—
1976	—	+10.01%	−17.10%	—	—	—	—
1975	—	+66.81%	+3.81%	—	—	—	—
1974	—	−46.56%	−36.14%	—	—	—	—
1973	—	−25.67%	−20.53%	—	—	—	—
1972	—	−0.55%	+28.16%	—	—	—	—
1971	—	—	+67.36%	—	—	—	—
1970	—	—	−10.01%	—	—	—	—
1969	—	—	+59.16%	—	—	—	—
1968	—	—	+10.81%	—	—	—	—
1967	—	—	+56.28%	—	—	—	—
1966	—	—	−4.05%	—	—	—	—
1965	—	—	+51.25%	—	—	—	—
1964	—	—	+8.48%	—	—	—	—
1963	—	—	+36.98%	—	—	—	—
1962	—	—	−25.05%	—	—	—	—

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Drawdowns

Thu 2016-09-15💬 to Wed 2026-06-03	Current Drawdown	Worst Drawdown
O ×	−20.44% from 2020-02-21 peak	−48.25% 2020-03-18 from 2020-02-21 peak
Realty Income Corporation NYSE Common Stock
PEP ×	−26.93% from 2023-05-12 peak	−34.11% 2025-05-14 from 2023-05-12 peak
PepsiCo Inc NASDAQ Common Stock
JNJ ×	−11.63% from 2026-02-27 peak	−27.41% 2020-03-23 from 2020-02-05 peak
Johnson & Johnson NYSE Common Stock
FDVV ×	−1.15% from 2026-05-29 peak	−40.24% 2020-03-23 from 2020-02-14 peak
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO ×	−0.53% from 2026-02-06 peak	−35.10% 2020-03-23 from 2020-02-12 peak
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM ×	−0.44% from 2026-06-02 peak	−35.39% 2020-03-23 from 2020-01-17 peak
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	−1.52% from 2026-05-22 peak	−33.51% 2020-03-23 from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Rolling Returns

Period ending Wed 2026-06-03	1 Year	2 Years	3 Years	5 Years	10 Years
O ×	+8.34%	+17.52% +8.41%/yr	+7.60% +2.47%/yr	−8.55% −1.77%/yr	+12.91% +1.22%/yr
Realty Income Corporation NYSE Common Stock
PEP ×	+8.19%	−15.92% −8.31%/yr	−22.54% −8.15%/yr	−9.77% −2.04%/yr	+34.38% +3.00%/yr
PepsiCo Inc NASDAQ Common Stock
JNJ ×	+42.60%	+50.32% +22.62%/yr	+41.32% +12.20%/yr	+24.78% +4.53%/yr	+83.93% +6.28%/yr
Johnson & Johnson NYSE Common Stock
FDVV ×	+18.80%	+30.41% +14.21%/yr	+57.60% +16.35%/yr	+51.73% +8.70%/yr	—
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO ×	+17.92%	+28.77% +13.49%/yr	+45.74% +13.36%/yr	+33.80% +6.00%/yr	+150.62% +9.62%/yr
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM ×	+21.41%	+33.71% +15.65%/yr	+52.96% +15.20%/yr	+39.41% +6.87%/yr	+121.29% +8.27%/yr
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD ×	+22.36%	+25.98% +12.25%/yr	+38.75% +11.52%/yr	+21.20% +3.92%/yr	+139.24% +9.12%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund