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

Total Real Returns

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

Wed 2016-12-14? to Fri 2024-09-27 YTD
Return
TRR
Price
SCHD
×
+8.64%
2024-09-27
2.771 TRR
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+13.00%
2024-09-27
1.89 TRR
2024-09-27
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
+14.71%
2024-09-27
2.432 TRR
2024-09-27
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Wed 2016-12-14? to Fri 2024-09-27 Overall
Return
Exponential
Trendline
SCHD
×
+59.73%
+6.20%/yr
+5.99%/yr
(R2=0.673)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+88.97%
+8.52%/yr
+7.43%/yr
(R2=0.865)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
+97.41%
+9.13%/yr
+7.50%/yr
(R2=0.811)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Wed 2016-12-14? to Fri 2024-09-27 Start
Value
End
Value
SCHD
×
$10,000.00
2016-12-14
$15,973.46
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2016-12-14
$18,897.06
2024-09-27
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2016-12-14
$19,740.59
2024-09-27
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD DIVO DGRO
2024 (YTD) +8.64% +13.00% +14.71%
2023 −1.30% +3.50% +6.90%
2022 −11.20% −7.45% −13.51%
2021 +18.92% +14.81% +18.32%
2020 +10.63% +10.89% +8.04%
2019 +21.85% +22.09% +26.94%
2018 −9.08% −4.98% −4.20%
2017 +16.10% +18.91% +20.46%
2016 +11.83% −0.60% +12.86%
2015 −2.99% −1.42%
2014 +8.88% +10.05%
2013 +28.58%
2012 +7.43%
2011 +5.39%

Drawdowns

Wed 2016-12-14? to Fri 2024-09-27 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.80% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
−0.17% −30.25%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
DGRO
×
0.00% −35.11%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund