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

Total Real Returns

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

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-08-28 Overall
Return 		Exponential
Trendline
SCHD × 		+352.48%
+10.70%/yr 		+9.22%/yr
R2=0.951
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO × 		+460.74%
+12.31%/yr 		+10.67%/yr
R2=0.966
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Fri 2026-08-28 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$45,248.39
2026-08-28
VOO × 		$10,000.00
2011-10-20 		$56,074.05
2026-08-28

This Year’s Performance

through 2026-08-28

  YTD YoY
SCHD × 		+25.20% +25.84%
VOO × 		+9.84% +16.07%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−0.92%
on 2026-08-28
from 2026-08-24 peak 		−33.51%
on 2020-03-23
from 2020-01-23 peak
VOO × 		−1.21%
on 2026-08-28
from 2026-08-13 peak 		−33.95%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-08-28 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+25.84% +26.84%
+12.62%/yr 		+45.34%
+13.27%/yr 		+31.53%
+5.63%/yr 		+147.70%
+9.49%/yr
VOO × 		+16.07% +32.84%
+15.25%/yr 		+65.76%
+18.35%/yr 		+49.88%
+8.43%/yr 		+201.04%
+11.65%/yr

Annual Returns

Year SCHD VOO
2026 (YTD) +25.20% +9.84%
2025 +1.62% +14.75%
2024 +8.53% +21.47%
2023 +1.16% +22.23%
2022 −9.13% −23.14%
2021 +21.34% +20.33%
2020 +13.48% +16.73%
2019 +24.45% +28.43%
2018 −7.33% −6.29%
2017 +18.34% +19.25%
2016 +14.09% +9.89%
2015 −1.02% +0.59%
2014 +10.85% +12.71%
2013 +30.91% +30.43%
2012 +9.49% +14.02%
2011 +5.73% −1.04%
2010 — +14.35%