All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2014-01-07? to Fri 2025-06-06 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−3.77%
2025-06-06 |
3.422 TRR
2025-06-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+0.96%
2025-06-06 |
3.671 TRR
2025-06-06 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| RDVY × |
+2.45%
2025-06-06 |
2.725 TRR
2025-06-06 |
||||
| First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2014-01-07? to Fri 2025-06-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+127.42%
+7.47%/yr |
+8.75%/yr
(R2=0.921) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+142.97%
+8.09%/yr |
+8.66%/yr
(R2=0.938) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| RDVY × |
+172.55%
+9.18%/yr |
+9.65%/yr
(R2=0.906) |
||||
| First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2014-01-07? to Fri 2025-06-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2014-01-07 |
$22,742.07
2025-06-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2014-01-07 |
$24,296.97
2025-06-06 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| RDVY × |
$10,000.00
2014-01-07 |
$27,254.99
2025-06-06 |
||||
| First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | VIG | RDVY |
|---|---|---|---|
| 2025 (YTD) | −3.77% | +0.96% | +2.45% |
| 2024 | +8.50% | +13.71% | +13.15% |
| 2023 | +1.15% | +10.80% | +16.48% |
| 2022 | −9.11% | −15.28% | −18.54% |
| 2021 | +21.33% | +15.63% | +22.52% |
| 2020 | +13.50% | +13.88% | +11.95% |
| 2019 | +24.41% | +26.72% | +34.63% |
| 2018 | −7.29% | −3.91% | −11.60% |
| 2017 | +18.35% | +19.68% | +20.19% |
| 2016 | +14.03% | +9.70% | +19.41% |
| 2015 | −1.00% | −2.65% | −3.71% |
| 2014 | +10.89% | +9.26% | +9.84% |
| 2013 | +30.86% | +26.95% | — |
| 2012 | +9.50% | +9.76% | — |
| 2011 | +5.72% | +3.09% | — |
| 2010 | — | +13.06% | — |
| 2009 | — | +16.41% | — |
| 2008 | — | −26.75% | — |
| 2007 | — | +1.47% | — |
| 2006 | — | +8.30% | — |
| Tue 2014-01-07? to Fri 2025-06-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −10.19% |
−33.48%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × | −3.01% |
−31.70%
2020-03-23 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| RDVY × | −5.46% |
−40.61%
2020-03-23 |
||||
| First Trust Rising Dividend Achievers ETF NASDAQ Exchange-Traded Fund | ||||||