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 2025-05-08 YTD
Return
TRR
Price
SCHD
×
−6.25%
2025-05-08
3.334 TRR
2025-05-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−4.78%
2025-05-08
4.592 TRR
2025-05-08
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-05-08 Overall
Return
Exponential
Trendline
SCHD
×
+233.38%
+9.29%/yr
+9.60%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+323.61%
+11.24%/yr
+10.48%/yr
(R2=0.956)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-05-08 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$33,337.64
2025-05-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$42,360.52
2025-05-08
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHD VOO
2025 (YTD) −6.25% −4.78%
2024 +8.52% +21.47%
2023 +1.16% +22.23%
2022 −9.14% −23.14%
2021 +21.35% +20.33%
2020 +13.49% +16.73%
2019 +24.43% +28.43%
2018 −7.32% −6.29%
2017 +18.34% +19.26%
2016 +14.07% +9.89%
2015 −1.00% +0.59%
2014 +10.84% +12.71%
2013 +30.92% +30.42%
2012 +9.49% +14.02%
2011 +5.73% −1.04%
2010 +14.34%

Drawdowns

Thu 2011-10-20? to Thu 2025-05-08 Current
Drawdown
Worst
Drawdown
SCHD
×
−12.49% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
−8.11% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund