All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Fri 2025-05-23 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−6.06%
2025-05-23 |
3.341 TRR
2025-05-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
−2.04%
2025-05-23 |
3.562 TRR
2025-05-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-05-23 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+234.06%
+9.28%/yr |
+9.57%/yr
(R2=0.948) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
+244.98%
+9.54%/yr |
+9.20%/yr
(R2=0.960) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-05-23 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$33,406.45
2025-05-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
$10,000.00
2011-10-20 |
$34,498.49
2025-05-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SCHD | VIG |
---|---|---|
2025 (YTD) | −6.06% | −2.04% |
2024 | +8.55% | +13.71% |
2023 | +1.16% | +10.80% |
2022 | −9.16% | −15.29% |
2021 | +21.34% | +15.63% |
2020 | +13.51% | +13.88% |
2019 | +24.44% | +26.73% |
2018 | −7.36% | −3.92% |
2017 | +18.37% | +19.69% |
2016 | +14.04% | +9.68% |
2015 | −1.00% | −2.65% |
2014 | +10.90% | +9.25% |
2013 | +30.87% | +26.96% |
2012 | +9.50% | +9.75% |
2011 | +5.72% | +3.10% |
2010 | — | +13.05% |
2009 | — | +16.42% |
2008 | — | −26.76% |
2007 | — | +1.47% |
2006 | — | +8.30% |
Thu 2011-10-20? to Fri 2025-05-23 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −12.33% |
−33.54%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × | −5.89% |
−31.70%
2020-03-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||