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

Total Real Returns

SCHB vs. VTSAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2009-11-03💬 to Tue 2026-09-01 Overall
Return 		Exponential
Trendline
SCHB × 		+515.73%
+11.41%/yr 		+10.48%/yr
R2=0.968
Schwab U.S. Broad Market ETF Exchange-Traded Fund
VTSAX × 		+515.28%
+11.40%/yr 		+10.48%/yr
R2=0.968
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund

Growth of $10,000 Summary

Tue 2009-11-03💬 to Tue 2026-09-01 Start
Value 		End
Value
SCHB × 		$10,000.00
2009-11-03 		$61,573.46
2026-09-01
VTSAX × 		$10,000.00
2009-11-03 		$61,528.46
2026-09-01

This Year’s Performance

through 2026-09-01

  YTD YoY
SCHB × 		+8.98% +15.26%
VTSAX × 		+8.92% +15.41%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHB × 		−2.52%
on 2026-09-01
from 2026-08-13 peak 		−35.23%
on 2020-03-23
from 2020-02-19 peak
VTSAX × 		−2.54%
on 2026-09-01
from 2026-08-13 peak 		−34.93%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Tue 2026-09-01 1 yr 2 yr 3 yr 5 yr 10 yr
SCHB × 		+15.26% +29.85%
+13.95%/yr 		+59.37%
+16.81%/yr 		+41.10%
+7.13%/yr 		+184.01%
+11.00%/yr
VTSAX × 		+15.41% +29.78%
+13.92%/yr 		+59.25%
+16.78%/yr 		+40.74%
+7.07%/yr 		+183.51%
+10.98%/yr

Annual Returns

Year SCHB VTSAX
2026 (YTD) +8.98% +8.92%
2025 +13.89% +14.07%
2024 +20.46% +20.28%
2023 +22.07% +21.91%
2022 −24.35% −24.41%
2021 +17.56% +17.45%
2020 +19.14% +19.36%
2019 +27.87% +27.87%
2018 −7.07% −6.96%
2017 +18.69% +18.66%
2016 +10.38% +10.38%
2015 −0.33% −0.36%
2014 +11.84% +11.71%
2013 +31.22% +31.54%
2012 +14.36% +14.40%
2011 −1.55% −1.83%
2010 +15.37% +15.52%
2009 +7.65% +25.40%
2008 — −37.05%
2007 — +1.42%
2006 — +12.79%
2005 — +2.57%
2004 — +9.80%
2003 — +28.99%
2002 — −22.80%
2001 — −12.26%
2000 — −2.53%