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