All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Fri 2025-06-13 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−2.54%
2025-06-13 |
3.466 TRR
2025-06-13 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
+0.90%
2025-06-13 |
3.669 TRR
2025-06-13 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-06-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+246.60%
+9.54%/yr |
+9.54%/yr
(R2=0.948) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
+255.36%
+9.74%/yr |
+9.19%/yr
(R2=0.960) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-06-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$34,660.48
2025-06-13 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
$10,000.00
2011-10-20 |
$35,536.25
2025-06-13 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SCHD | VIG |
---|---|---|
2025 (YTD) | −2.54% | +0.90% |
2024 | +8.53% | +13.71% |
2023 | +1.15% | +10.81% |
2022 | −9.14% | −15.29% |
2021 | +21.36% | +15.62% |
2020 | +13.49% | +13.88% |
2019 | +24.40% | +26.72% |
2018 | −7.29% | −3.91% |
2017 | +18.34% | +19.69% |
2016 | +14.11% | +9.69% |
2015 | −1.07% | −2.66% |
2014 | +10.88% | +9.26% |
2013 | +30.90% | +26.97% |
2012 | +9.49% | +9.74% |
2011 | +5.72% | +3.11% |
2010 | — | +13.05% |
2009 | — | +16.42% |
2008 | — | −26.77% |
2007 | — | +1.47% |
2006 | — | +8.31% |
Thu 2011-10-20? to Fri 2025-06-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −9.03% |
−33.54%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × | −3.07% |
−31.70%
2020-03-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||