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 | ||||||
VTI × |
−5.14%
2025-05-08 |
4.117 TRR
2025-05-08 |
||||
Vanguard Total Stock Market Index Fund ETF Shares 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 | ||||||
VTI × |
+302.90%
+10.83%/yr |
+10.03%/yr
(R2=0.943) |
||||
Vanguard Total Stock Market Index Fund ETF Shares 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 | ||||||
VTI × |
$10,000.00
2011-10-20 |
$40,289.56
2025-05-08 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SCHD | VTI |
---|---|---|
2025 (YTD) | −6.25% | −5.14% |
2024 | +8.52% | +20.34% |
2023 | +1.16% | +21.97% |
2022 | −9.14% | −24.41% |
2021 | +21.35% | +17.42% |
2020 | +13.49% | +19.45% |
2019 | +24.43% | +27.75% |
2018 | −7.32% | −7.01% |
2017 | +18.34% | +18.70% |
2016 | +14.07% | +10.53% |
2015 | −1.00% | −0.38% |
2014 | +10.84% | +11.71% |
2013 | +30.92% | +31.48% |
2012 | +9.49% | +14.46% |
2011 | +5.73% | −1.94% |
2010 | — | +15.69% |
2009 | — | +25.49% |
2008 | — | −37.04% |
2007 | — | +1.22% |
2006 | — | +12.86% |
2005 | — | +2.78% |
2004 | — | +9.22% |
2003 | — | +28.33% |
2002 | — | −22.32% |
2001 | — | −6.76% |
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 | ||||||
VTI × | −8.84% |
−34.96%
2020-03-23 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||