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

Total Real Returns

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

Growth of $10,000

Thu 2016-09-15💬 to Fri 2026-08-14 Overall
Return 		Exponential
Trendline
SCHD × 		+148.56%
+9.62%/yr 		+7.88%/yr
R2=0.868
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ADX × 		+227.17%
+12.70%/yr 		+9.70%/yr
R2=0.825
Adams Diversified Equity Closed Fund NYSE Mutual Fund
FDVV × 		+160.86%
+10.16%/yr 		+8.82%/yr
R2=0.903
Fidelity High Dividend ETF Exchange-Traded Fund
DGRO × 		+163.63%
+10.28%/yr 		+8.15%/yr
R2=0.905
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2016-09-15💬 to Fri 2026-08-14 Start
Value 		End
Value
SCHD × 		$10,000.00
2016-09-15 		$24,855.64
2026-08-14
ADX × 		$10,000.00
2016-09-15 		$32,717.00
2026-08-14
FDVV × 		$10,000.00
2016-09-15 		$26,086.35
2026-08-14
DGRO × 		$10,000.00
2016-09-15 		$26,363.18
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
SCHD × 		+23.99% +26.65%
ADX × 		+15.94% +25.32%
FDVV × 		+11.59% +16.88%
DGRO × 		+12.47% +19.08%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		—
on 2026-08-14 		−33.51%
on 2020-03-23
from 2020-01-23 peak
ADX × 		−0.70%
on 2026-08-14
from 2026-08-12 peak 		−38.25%
on 2022-10-14
from 2021-11-17 peak
FDVV × 		−0.21%
on 2026-08-14
from 2026-08-13 peak 		−40.24%
on 2020-03-23
from 2020-02-14 peak
DGRO × 		−0.22%
on 2026-08-14
from 2026-08-13 peak 		−35.10%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+26.65% +29.86%
+13.96%/yr 		+42.32%
+12.48%/yr 		+29.98%
+5.38%/yr 		+143.59%
+9.31%/yr
ADX × 		+25.32% +51.93%
+23.26%/yr 		+93.02%
+24.51%/yr 		+58.46%
+9.64%/yr 		+221.63%
+12.39%/yr
FDVV × 		+16.88% +33.03%
+15.34%/yr 		+59.60%
+16.86%/yr 		+59.91%
+9.84%/yr 		—
DGRO × 		+19.08% +31.40%
+14.63%/yr 		+49.25%
+14.28%/yr 		+38.42%
+6.72%/yr 		+157.45%
+9.92%/yr

Annual Returns

Year SCHD ADX FDVV DGRO
2026 (YTD) +23.99% +15.94% +11.59% +12.47%
2025 +1.62% +22.74% +14.04% +12.68%
2024 +8.53% +24.71% +18.39% +13.35%
2023 +1.16% +27.23% +14.18% +6.89%
2022 −9.13% −24.69% −10.03% −13.50%
2021 +21.34% +6.04% +20.74% +18.32%
2020 +13.48% +15.00% +1.42% +8.03%
2019 +24.45% +33.70% +21.30% +26.97%
2018 −7.33% −5.38% −3.11% −4.21%
2017 +18.34% +26.93% +11.60% +20.46%
2016 +14.09% −1.39% +4.93% +12.87%
2015 −1.02% −5.89% — −1.42%
2014 +10.85% +12.98% — +10.07%
2013 +30.91% +29.98% — —
2012 +9.49% +15.10% — —
2011 +5.73% −7.04% — —
2010 — +10.24% — —
2009 — +28.39% — —
2008 — −38.89% — —
2007 — +5.28% — —
2006 — +15.09% — —
2005 — −1.16% — —
2004 — +9.53% — —
2003 — +22.93% — —
2002 — −22.53% — —
2001 — −25.92% — —
2000 — −1.82% — —
1999 — +32.80% — —
1998 — +17.50% — —
1997 — +30.79% — —
1996 — +12.68% — —
1995 — +26.38% — —
1994 — −12.46% — —
1993 — −5.40% — —
1992 — +11.06% — —
1991 — +36.16% — —
1990 — −8.28% — —
1989 — +4.36% — —
1988 — −2.11% — —
1987 — −10.80% — —
1986 — +21.14% — —
1985 — +26.26% — —
1984 — −9.87% — —
1983 — −0.88% — —
1982 — +10.66% — —
1981 — −14.56% — —
1980 — +33.16% — —