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

Total Real Returns

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

Thu 2014-06-12💬 to Mon 2026-06-08 YTD
Return
1 Year
Return
SCHD
×
+15.05%
2026-06-08
+21.57%
2026-06-08
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
DGRO
×
+5.13%
2026-06-08
+17.28%
2026-06-08
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund
VYM
×
+7.40%
2026-06-08
+19.59%
2026-06-08
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund

Returns

Thu 2014-06-12💬 to Mon 2026-06-08 Overall
Return
Exponential
Trendline
SCHD
×
+168.79%
+8.60%/yr
+8.40%/yr
(R2=0.921)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
DGRO
×
+184.72%
+9.12%/yr
+8.70%/yr
(R2=0.942)
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund
VYM
×
+147.53%
+7.85%/yr
+6.78%/yr
(R2=0.924)
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12💬 to Mon 2026-06-08 Start
Value
End
Value
SCHD
×
$10,000.00
2014-06-12
$26,878.83
2026-06-08
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$28,472.46
2026-06-08
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund
VYM
×
$10,000.00
2014-06-12
$24,753.49
2026-06-08
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund

Annual Returns

Year SCHD DGRO VYM
2026 (YTD) +15.05% +5.13% +7.40%
2025 +1.62% +12.68% +12.42%
2024 +8.53% +13.35% +14.30%
2023 +1.16% +6.89% +3.14%
2022 −9.13% −13.50% −6.49%
2021 +21.34% +18.32% +17.90%
2020 +13.48% +8.03% −0.21%
2019 +24.45% +26.97% +21.29%
2018 −7.33% −4.21% −7.68%
2017 +18.35% +20.46% +14.01%
2016 +14.09% +12.87% +14.66%
2015 −1.02% −1.42% −0.45%
2014 +10.85% +10.07% +12.69%
2013 +30.91% +28.15%
2012 +9.50% +10.77%
2011 +5.72% +7.36%
2010 +12.54%
2009 +14.08%
2008 −31.98%
2007 −2.62%
2006 +2.75%

Drawdowns

Thu 2014-06-12💬 to Mon 2026-06-08 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.82%
from 2026-05-22 peak
−33.51%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
DGRO
×
−1.11%
from 2026-06-04 peak
−35.10%
2020-03-23
from 2020-02-12 peak
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund
VYM
×
−1.95%
from 2026-06-02 peak
−35.39%
2020-03-23
from 2020-01-17 peak
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-08 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+21.57% +26.01%
+12.25%/yr
+37.14%
+11.10%/yr
+20.92%
+3.87%/yr
+135.70%
+8.95%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
DGRO
×
+17.28% +28.17%
+13.21%/yr
+44.36%
+13.02%/yr
+33.58%
+5.96%/yr
+147.78%
+9.50%/yr
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund
VYM
×
+19.59% +31.91%
+14.85%/yr
+48.92%
+14.19%/yr
+37.56%
+6.59%/yr
+115.82%
+8.00%/yr
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund