All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Mon 2024-09-30 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+10.96%
2024-09-30 |
3.636 TRR
2024-09-30 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
+14.55%
2024-09-30 |
3.664 TRR
2024-09-30 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2024-09-30 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+263.57%
+10.48%/yr |
+9.80%/yr
(R2=0.948) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
+254.82%
+10.28%/yr |
+9.27%/yr
(R2=0.956) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2024-09-30 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$36,356.99
2024-09-30 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
$10,000.00
2011-10-20 |
$35,481.91
2024-09-30 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SCHD | VIG |
---|---|---|
2024 (YTD) | +10.96% | +14.55% |
2023 | +1.16% | +10.80% |
2022 | −9.13% | −15.28% |
2021 | +21.33% | +15.62% |
2020 | +13.49% | +13.88% |
2019 | +24.44% | +26.73% |
2018 | −7.32% | −3.92% |
2017 | +18.34% | +19.69% |
2016 | +14.07% | +9.69% |
2015 | −1.00% | −2.66% |
2014 | +10.84% | +9.26% |
2013 | +30.92% | +26.96% |
2012 | +9.48% | +9.74% |
2011 | +5.72% | +3.11% |
2010 | — | +13.05% |
2009 | — | +16.43% |
2008 | — | −26.76% |
2007 | — | +1.47% |
2006 | — | +8.31% |
Thu 2011-10-20? to Mon 2024-09-30 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | 0.00% |
−33.52%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × | 0.00% |
−31.70%
2020-03-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||