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 Fri 2026-03-27 YTD
Return
TRR
Price
SCHD
×
+10.77%
2026-03-27
4.003 TRR
2026-03-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
−1.32%
2026-03-27
2.673 TRR
2026-03-27
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM
×
+1.06%
2026-03-27
3.222 TRR
2026-03-27
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2014-06-12? to Fri 2026-03-27 Overall
Return
Exponential
Trendline
SCHD
×
+158.84%
+8.40%/yr
+8.40%/yr
(R2=0.917)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+167.26%
+8.70%/yr
+8.69%/yr
(R2=0.939)
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM
×
+132.93%
+7.44%/yr
+6.70%/yr
(R2=0.921)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2026-03-27 Start
Value
End
Value
SCHD
×
$10,000.00
2014-06-12
$25,884.35
2026-03-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$26,726.14
2026-03-27
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM
×
$10,000.00
2014-06-12
$23,293.37
2026-03-27
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SCHD DGRO VYM
2026 (YTD) +10.77% −1.32% +1.06%
2025 +1.63% +12.69% +12.42%
2024 +8.51% +13.36% +14.31%
2023 +1.18% +6.88% +3.13%
2022 −9.15% −13.50% −6.50%
2021 +21.35% +18.31% +17.91%
2020 +13.46% +8.04% −0.21%
2019 +24.46% +26.96% +21.28%
2018 −7.32% −4.21% −7.68%
2017 +18.30% +20.46% +14.01%
2016 +14.16% +12.87% +14.67%
2015 −1.02% −1.41% −0.46%
2014 +10.85% +10.05% +12.69%
2013 +30.86% +28.15%
2012 +9.49% +10.77%
2011 +5.72% +7.37%
2010 +12.53%
2009 +14.10%
2008 −31.98%
2007 −2.63%
2006 +2.74%

Drawdowns

Thu 2014-06-12? to Fri 2026-03-27 Current
Drawdown
Worst
Drawdown
SCHD
×
−3.82% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
−6.92% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
VYM
×
−6.81% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund