All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Mon 2025-04-28 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−6.15%
2025-04-28 |
3.337 TRR
2025-04-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
−4.45%
2025-04-28 |
3.475 TRR
2025-04-28 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+233.72%
+9.32%/yr |
+9.62%/yr
(R2=0.949) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
+236.55%
+9.39%/yr |
+9.22%/yr
(R2=0.960) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$33,372.15
2025-04-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
$10,000.00
2011-10-20 |
$33,654.98
2025-04-28 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SCHD | VIG |
---|---|---|
2025 (YTD) | −6.15% | −4.45% |
2024 | +8.53% | +13.71% |
2023 | +1.12% | +10.80% |
2022 | −9.11% | −15.28% |
2021 | +21.31% | +15.63% |
2020 | +13.49% | +13.88% |
2019 | +24.44% | +26.72% |
2018 | −7.32% | −3.91% |
2017 | +18.35% | +19.68% |
2016 | +14.09% | +9.70% |
2015 | −1.00% | −2.66% |
2014 | +10.85% | +9.26% |
2013 | +30.88% | +26.96% |
2012 | +9.50% | +9.74% |
2011 | +5.73% | +3.11% |
2010 | — | +13.04% |
2009 | — | +16.42% |
2008 | — | −26.76% |
2007 | — | +1.48% |
2006 | — | +8.31% |
Thu 2011-10-20? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −12.40% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × | −8.20% |
−31.70%
2020-03-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||