All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2013-05-22? to Thu 2024-11-14 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+13.52%
2024-11-14 |
3.72 TRR
2024-11-14 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRW × |
+17.69%
2024-11-14 |
3.149 TRR
2024-11-14 |
||||
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
Wed 2013-05-22? to Thu 2024-11-14 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+171.17%
+9.08%/yr |
+9.06%/yr
(R2=0.932) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRW × |
+214.85%
+10.50%/yr |
+9.69%/yr
(R2=0.959) |
||||
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
Wed 2013-05-22? to Thu 2024-11-14 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2013-05-22 |
$27,117.37
2024-11-14 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRW × |
$10,000.00
2013-05-22 |
$31,485.22
2024-11-14 |
||||
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | DGRW |
---|---|---|
2024 (YTD) | +13.52% | +17.69% |
2023 | +1.15% | +14.82% |
2022 | −9.11% | −12.02% |
2021 | +21.31% | +16.28% |
2020 | +13.48% | +12.28% |
2019 | +24.46% | +26.65% |
2018 | −7.34% | −7.14% |
2017 | +18.41% | +24.29% |
2016 | +14.02% | +9.83% |
2015 | −1.00% | −1.00% |
2014 | +10.88% | +12.87% |
2013 | +30.87% | +13.06% |
2012 | +9.49% | — |
2011 | +5.72% | — |
Wed 2013-05-22? to Thu 2024-11-14 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −0.99% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRW × | −1.80% |
−32.23%
2020-03-23 |
||||
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||