All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Fri 2026-05-01? |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+13.87%
2026-05-01 |
4.143 TRR
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+2.70%
2026-05-01 |
4.13 TRR
2026-05-01 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
+3.73%
2026-05-01 |
7.407 TRR
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-01? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+314.31%
+10.28%/yr |
+9.23%/yr
(R2=0.948) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+299.94%
+10.01%/yr |
+9.16%/yr
(R2=0.966) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
+427.03%
+12.12%/yr |
+10.57%/yr
(R2=0.964) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-01? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$41,430.51
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2011-10-20 |
$39,994.29
2026-05-01 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2011-10-20 |
$52,702.96
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHD | VIG | SWPPX |
|---|---|---|---|
| 2026 (YTD) | +13.87% | +2.70% | +3.73% |
| 2025 | +1.62% | +11.20% | +14.80% |
| 2024 | +8.53% | +13.71% | +21.46% |
| 2023 | +1.16% | +10.80% | +22.17% |
| 2022 | −9.13% | −15.29% | −23.11% |
| 2021 | +21.34% | +15.63% | +20.21% |
| 2020 | +13.48% | +13.88% | +16.79% |
| 2019 | +24.45% | +26.72% | +28.52% |
| 2018 | −7.33% | −3.91% | −6.26% |
| 2017 | +18.35% | +19.69% | +19.28% |
| 2016 | +14.09% | +9.69% | +9.55% |
| 2015 | −1.02% | −2.66% | +0.57% |
| 2014 | +10.85% | +9.26% | +12.70% |
| 2013 | +30.91% | +26.96% | +30.31% |
| 2012 | +9.50% | +9.75% | +13.92% |
| 2011 | +5.72% | +3.10% | −0.92% |
| 2010 | — | +13.05% | +13.28% |
| 2009 | — | +16.42% | +22.92% |
| 2008 | — | −26.76% | −36.76% |
| 2007 | — | +1.47% | +1.31% |
| 2006 | — | +8.30% | +12.83% |
| 2005 | — | — | +1.31% |
| 2004 | — | — | +7.21% |
| 2003 | — | — | +26.10% |
| 2002 | — | — | −23.99% |
| 2001 | — | — | −13.38% |
| 2000 | — | — | −12.17% |
| 1999 | — | — | +27.30% |
| 1998 | — | — | +26.22% |
| 1997 | — | — | +15.48% |
| Thu 2011-10-20? to Fri 2026-05-01? |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −0.66% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × | −1.77% |
−31.70%
2020-03-23 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SWPPX × | 0.00% |
−33.75%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||