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

Thu 2011-10-20💬 to Thu 2026-06-18	YTD Return	1 Year Return
SCHD ×	+13.04% 2026-06-18	+19.16% 2026-06-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV ×	+10.00% 2026-06-18	+22.60% 2026-06-18
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

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Returns

Thu 2011-10-20💬 to Thu 2026-06-18	Overall Return	Exponential Trendline
SCHD ×	+308.52% +10.08%/yr	+9.22%/yr (R2=0.950)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV ×	+318.90% +10.26%/yr	+8.27%/yr (R2=0.944)
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20💬 to Thu 2026-06-18	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$40,852.31 2026-06-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV ×	$10,000.00 2011-10-20	$41,889.84 2026-06-18
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

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Annual Returns

Year	SCHD	VTV
2026 (YTD)	+13.04%	+10.00%
2025	+1.62%	+12.27%
2024	+8.53%	+12.71%
2023	+1.16%	+5.77%
2022	−9.13%	−8.03%
2021	+21.34%	+18.22%
2020	+13.48%	+0.96%
2019	+24.45%	+22.85%
2018	−7.33%	−7.24%
2017	+18.35%	+14.72%
2016	+14.09%	+14.73%
2015	−1.02%	−1.70%
2014	+10.85%	+12.32%
2013	+30.91%	+31.12%
2012	+9.50%	+13.22%
2011	+5.72%	−1.80%
2010	—	+12.85%
2009	—	+16.70%
2008	—	−35.94%
2007	—	−4.04%
2006	—	+19.37%
2005	—	+3.66%
2004	—	+10.78%

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Drawdowns

Thu 2011-10-20💬 to Thu 2026-06-18	Current Drawdown	Worst Drawdown
SCHD ×	−3.32% from 2026-05-22 peak	−33.51% 2020-03-23 from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV ×	−0.83% from 2026-06-15 peak	−36.94% 2020-03-23 from 2020-01-17 peak
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

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Rolling Returns

Period ending Thu 2026-06-18	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+19.16%	+24.22% +11.45%/yr	+32.22% +9.76%/yr	+24.42% +4.47%/yr	+134.02% +8.87%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV ×	+22.60%	+30.67% +14.31%/yr	+48.05% +13.97%/yr	+46.29% +7.91%/yr	+137.38% +9.03%/yr
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund