All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2020-03-25 to Thu 2025-04-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−2.59%
2025-04-03 |
3.464 TRR
2025-04-03 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VNQ × |
−1.52%
2025-04-03 |
2.554 TRR
2025-04-03 |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
Wed 2020-03-25 to Thu 2025-04-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+80.85%
+12.52%/yr |
+5.47%/yr
(R2=0.400) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VNQ × |
+31.53%
+5.61%/yr |
−1.30%/yr
(R2=0.027) |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
Wed 2020-03-25 to Thu 2025-04-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2020-03-25 |
$18,085.25
2025-04-03 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VNQ × |
$10,000.00
2020-03-25 |
$13,153.02
2025-04-03 |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SCHD | VNQ |
---|---|---|
2025 (YTD) | −2.59% | −1.52% |
2024 | +8.50% | +1.88% |
2023 | +1.16% | +8.23% |
2022 | −9.12% | −30.73% |
2021 | +21.35% | +31.29% |
2020 | +13.46% | −5.89% |
2019 | +24.49% | +26.03% |
2018 | −7.33% | −7.78% |
2017 | +18.31% | +2.72% |
2016 | +14.11% | +6.37% |
2015 | −1.00% | +1.69% |
2014 | +10.86% | +29.42% |
2013 | +30.85% | +0.80% |
2012 | +9.50% | +15.63% |
2011 | +5.73% | +5.49% |
2010 | — | +26.52% |
2009 | — | +26.67% |
2008 | — | −37.04% |
2007 | — | −19.80% |
2006 | — | +31.97% |
2005 | — | +8.22% |
2004 | — | +15.73% |
Wed 2020-03-25 to Thu 2025-04-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −9.08% |
−21.68%
2022-09-30 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VNQ × | −24.78% |
−40.63%
2023-10-25 |
||||
Vanguard Real Estate Index Fund ETF Shares Exchange-Traded Fund | ||||||