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

Total Real Returns

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

Thu 2011-10-20? to Wed 2025-08-27 YTD
Return
TRR
Price
SCHD
×
+1.35%
2025-08-27
3.605 TRR
2025-08-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+6.11%
2025-08-27
3.859 TRR
2025-08-27
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Wed 2025-08-27 Overall
Return
Exponential
Trendline
SCHD
×
+260.45%
+9.70%/yr
+9.44%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+273.70%
+9.98%/yr
+9.17%/yr
(R2=0.962)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2025-08-27 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$36,045.01
2025-08-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
$10,000.00
2011-10-20
$37,370.38
2025-08-27
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SCHD VIG
2025 (YTD) +1.35% +6.11%
2024 +8.52% +13.71%
2023 +1.16% +10.81%
2022 −9.14% −15.28%
2021 +21.35% +15.63%
2020 +13.49% +13.88%
2019 +24.43% +26.73%
2018 −7.32% −3.92%
2017 +18.34% +19.69%
2016 +14.07% +9.70%
2015 −1.00% −2.66%
2014 +10.84% +9.26%
2013 +30.94% +26.97%
2012 +9.49% +9.75%
2011 +5.73% +3.09%
2010 +13.07%
2009 +16.41%
2008 −26.75%
2007 +1.47%
2006 +8.30%

Drawdowns

Thu 2011-10-20? to Wed 2025-08-27 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.40% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
−0.14% −31.70%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund