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