All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHD,VOO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Thu 2025-05-01 YTD
Return
TRR
Price
SCHD
×
−6.48%
2025-05-01
3.326 TRR
2025-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−5.84%
2025-05-01
4.541 TRR
2025-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-05-01 Overall
Return
Exponential
Trendline
SCHD
×
+232.60%
+9.29%/yr
+9.61%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+318.92%
+11.17%/yr
+10.49%/yr
(R2=0.956)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-05-01 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$33,260.03
2025-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$41,892.44
2025-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHD VOO
2025 (YTD) −6.48% −5.84%
2024 +8.53% +21.48%
2023 +1.16% +22.23%
2022 −9.14% −23.14%
2021 +21.36% +20.33%
2020 +13.49% +16.74%
2019 +24.44% +28.43%
2018 −7.32% −6.29%
2017 +18.35% +19.25%
2016 +14.09% +9.89%
2015 −1.08% +0.59%
2014 +10.93% +12.70%
2013 +30.87% +30.43%
2012 +9.50% +14.01%
2011 +5.72% −1.04%
2010 +14.34%

Drawdowns

Thu 2011-10-20? to Thu 2025-05-01 Current
Drawdown
Worst
Drawdown
SCHD
×
−12.70% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−9.13% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund