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

Total Real Returns

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

Thu 2014-06-12? to Mon 2024-09-30 YTD
Return
TRR
Price
SCHD
×
+10.96%
2024-09-30
3.636 TRR
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+15.22%
2024-09-30
2.443 TRR
2024-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
+14.55%
2024-09-30
3.664 TRR
2024-09-30
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2014-06-12? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
SCHD
×
+135.00%
+8.65%/yr
+8.99%/yr
(R2=0.908)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+144.31%
+9.06%/yr
+8.76%/yr
(R2=0.916)
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
+138.34%
+8.80%/yr
+8.72%/yr
(R2=0.922)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Mon 2024-09-30 Start
Value
End
Value
SCHD
×
$10,000.00
2014-06-12
$23,500.14
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$24,431.02
2024-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
$10,000.00
2014-06-12
$23,833.94
2024-09-30
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SCHD DGRO VIG
2024 (YTD) +10.96% +15.22% +14.55%
2023 +1.16% +6.90% +10.80%
2022 −9.13% −13.51% −15.28%
2021 +21.33% +18.32% +15.62%
2020 +13.49% +8.04% +13.88%
2019 +24.44% +26.97% +26.73%
2018 −7.32% −4.23% −3.92%
2017 +18.34% +20.46% +19.69%
2016 +14.07% +12.90% +9.69%
2015 −1.00% −1.42% −2.66%
2014 +10.84% +10.05% +9.26%
2013 +30.92% +26.96%
2012 +9.48% +9.74%
2011 +5.72% +3.11%
2010 +13.05%
2009 +16.43%
2008 −26.76%
2007 +1.47%
2006 +8.31%

Drawdowns

Thu 2014-06-12? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
SCHD
×
0.00% −33.52%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
0.00% −35.11%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
VIG
×
0.00% −31.70%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund