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

Total Real Returns

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

Thu 2011-10-20? to Thu 2026-04-02 YTD
Return
TRR
Price
SCHD
×
+11.13%
2026-04-02
4.017 TRR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
+2.60%
2026-04-02
4.037 TRR
2026-04-02
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SCHD
×
+301.68%
+10.10%/yr
+9.24%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
+290.70%
+9.89%/yr
+8.24%/yr
(R2=0.942)
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$40,168.24
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
$10,000.00
2011-10-20
$39,069.81
2026-04-02
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SCHD VTV
2026 (YTD) +11.13% +2.60%
2025 +1.63% +12.27%
2024 +8.54% +12.71%
2023 +1.18% +5.77%
2022 −9.14% −8.03%
2021 +21.34% +18.21%
2020 +13.45% +0.96%
2019 +24.45% +22.85%
2018 −7.32% −7.24%
2017 +18.36% +14.71%
2016 +14.07% +14.73%
2015 −1.02% −1.70%
2014 +10.84% +12.33%
2013 +30.92% +31.11%
2012 +9.50% +13.22%
2011 +5.72% −1.81%
2010 +12.86%
2009 +16.71%
2008 −35.95%
2007 −4.05%
2006 +19.38%
2005 +3.64%
2004 +10.78%

Drawdowns

Thu 2011-10-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SCHD
×
−3.47% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
−4.73% −36.94%
2020-03-23
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund