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