All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2014-01-07? to Fri 2025-08-15 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−0.51%
2025-08-15 |
3.538 TRR
2025-08-15 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+5.35%
2025-08-15 |
3.831 TRR
2025-08-15 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| RDVY × |
+7.51%
2025-08-15 |
2.86 TRR
2025-08-15 |
||||
| First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2014-01-07? to Fri 2025-08-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+135.20%
+7.65%/yr |
+8.64%/yr
(R2=0.920) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+153.56%
+8.35%/yr |
+8.65%/yr
(R2=0.941) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| RDVY × |
+186.03%
+9.48%/yr |
+9.66%/yr
(R2=0.910) |
||||
| First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2014-01-07? to Fri 2025-08-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2014-01-07 |
$23,519.79
2025-08-15 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2014-01-07 |
$25,355.85
2025-08-15 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| RDVY × |
$10,000.00
2014-01-07 |
$28,603.01
2025-08-15 |
||||
| First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | VIG | RDVY |
|---|---|---|---|
| 2025 (YTD) | −0.51% | +5.35% | +7.51% |
| 2024 | +8.53% | +13.71% | +13.16% |
| 2023 | +1.12% | +10.81% | +16.47% |
| 2022 | −9.11% | −15.29% | −18.54% |
| 2021 | +21.32% | +15.63% | +22.51% |
| 2020 | +13.50% | +13.88% | +11.97% |
| 2019 | +24.46% | +26.72% | +34.63% |
| 2018 | −7.32% | −3.92% | −11.62% |
| 2017 | +18.36% | +19.70% | +20.24% |
| 2016 | +14.01% | +9.69% | +19.35% |
| 2015 | −1.00% | −2.66% | −3.70% |
| 2014 | +10.85% | +9.27% | +9.86% |
| 2013 | +30.94% | +26.96% | — |
| 2012 | +9.49% | +9.75% | — |
| 2011 | +5.73% | +3.11% | — |
| 2010 | — | +13.04% | — |
| 2009 | — | +16.43% | — |
| 2008 | — | −26.76% | — |
| 2007 | — | +1.47% | — |
| 2006 | — | +8.30% | — |
| Tue 2014-01-07? to Fri 2025-08-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −7.14% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × | −0.29% |
−31.70%
2020-03-23 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| RDVY × | −1.34% |
−40.61%
2020-03-23 |
||||
| First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||