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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-05-06 YTD
Return
TRR
Price
SCHD
×
−7.09%
2025-05-06
3.304 TRR
2025-05-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
−6.25%
2025-05-06
4.068 TRR
2025-05-06
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
VOO
×
−5.82%
2025-05-06
4.542 TRR
2025-05-06
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-05-06 Overall
Return
Exponential
Trendline
SCHD
×
+230.44%
+9.23%/yr
+9.60%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
+298.16%
+10.74%/yr
+10.04%/yr
(R2=0.943)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
VOO
×
+318.98%
+11.16%/yr
+10.49%/yr
(R2=0.956)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-05-06 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$33,044.49
2025-05-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
$10,000.00
2011-10-20
$39,816.10
2025-05-06
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$41,897.54
2025-05-06
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHD VTI VOO
2025 (YTD) −7.09% −6.25% −5.82%
2024 +8.52% +20.34% +21.48%
2023 +1.16% +21.96% +22.23%
2022 −9.14% −24.41% −23.14%
2021 +21.35% +17.42% +20.32%
2020 +13.49% +19.45% +16.74%
2019 +24.43% +27.75% +28.43%
2018 −7.32% −7.01% −6.29%
2017 +18.34% +18.70% +19.25%
2016 +14.07% +10.54% +9.89%
2015 −1.00% −0.38% +0.59%
2014 +10.84% +11.71% +12.70%
2013 +30.94% +31.48% +30.43%
2012 +9.49% +14.46% +14.01%
2011 +5.73% −1.94% −1.04%
2010 +15.70% +14.35%
2009 +25.49%
2008 −37.04%
2007 +1.22%
2006 +12.86%
2005 +2.78%
2004 +9.22%
2003 +28.34%
2002 −22.33%
2001 −6.78%

Drawdowns

Thu 2011-10-20? to Tue 2025-05-06 Current
Drawdown
Worst
Drawdown
SCHD
×
−13.27% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
−9.91% −34.96%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
VOO
×
−9.12% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund