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 Fri 2026-03-20 YTD
Return
TRR
Price
SCHD
×
+9.71%
2026-03-20
3.965 TRR
2026-03-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−5.59%
2026-03-20
5.225 TRR
2026-03-20
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-03-20 Overall
Return
Exponential
Trendline
SCHD
×
+296.48%
+10.03%/yr
+9.25%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+381.98%
+11.53%/yr
+10.60%/yr
(R2=0.963)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2026-03-20 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$39,647.75
2026-03-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$48,197.65
2026-03-20
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHD VOO
2026 (YTD) +9.71% −5.59%
2025 +1.61% +14.75%
2024 +8.52% +21.48%
2023 +1.17% +22.23%
2022 −9.15% −23.14%
2021 +21.36% +20.33%
2020 +13.45% +16.73%
2019 +24.45% +28.43%
2018 −7.32% −6.29%
2017 +18.36% +19.25%
2016 +14.13% +9.89%
2015 −1.09% +0.59%
2014 +10.84% +12.71%
2013 +30.96% +30.43%
2012 +9.49% +14.02%
2011 +5.73% −1.04%
2010 +14.34%

Drawdowns

Thu 2011-10-20? to Fri 2026-03-20 Current
Drawdown
Worst
Drawdown
SCHD
×
−4.73% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−7.26% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund