All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−2.04%
2025-07-15 |
3.483 TRR
2025-07-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
+2.92%
2025-07-15 |
3.743 TRR
2025-07-15 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+248.33%
+9.51%/yr |
+9.50%/yr
(R2=0.948) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
+262.50%
+9.83%/yr |
+9.18%/yr
(R2=0.961) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$34,832.77
2025-07-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
$10,000.00
2011-10-20 |
$36,249.78
2025-07-15 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SCHD | VIG |
---|---|---|
2025 (YTD) | −2.04% | +2.92% |
2024 | +8.50% | +13.71% |
2023 | +1.16% | +10.81% |
2022 | −9.13% | −15.29% |
2021 | +21.36% | +15.63% |
2020 | +13.47% | +13.88% |
2019 | +24.42% | +26.72% |
2018 | −7.33% | −3.91% |
2017 | +18.39% | +19.69% |
2016 | +14.03% | +9.69% |
2015 | −1.00% | −2.65% |
2014 | +10.86% | +9.26% |
2013 | +30.91% | +26.97% |
2012 | +9.50% | +9.74% |
2011 | +5.72% | +3.09% |
2010 | — | +13.06% |
2009 | — | +16.43% |
2008 | — | −26.77% |
2007 | — | +1.47% |
2006 | — | +8.32% |
Thu 2011-10-20? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −8.57% |
−33.51%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × | −1.75% |
−31.70%
2020-03-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||