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 Fri 2026-04-24 YTD
Return
TRR
Price
SCHD
×
+12.35%
2026-04-24
4.06 TRR
2026-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
+4.94%
2026-04-24
4.129 TRR
2026-04-24
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-04-24 Overall
Return
Exponential
Trendline
SCHD
×
+305.99%
+10.14%/yr
+9.23%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
+299.63%
+10.02%/yr
+8.25%/yr
(R2=0.942)
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2026-04-24 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$40,598.57
2026-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
$10,000.00
2011-10-20
$39,962.69
2026-04-24
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SCHD VTV
2026 (YTD) +12.35% +4.94%
2025 +1.61% +12.27%
2024 +8.54% +12.70%
2023 +1.12% +5.78%
2022 −9.12% −8.03%
2021 +21.35% +18.21%
2020 +13.47% +0.95%
2019 +24.45% +22.85%
2018 −7.30% −7.24%
2017 +18.31% +14.72%
2016 +14.08% +14.72%
2015 −1.01% −1.70%
2014 +10.82% +12.33%
2013 +30.94% +31.11%
2012 +9.50% +13.22%
2011 +5.73% −1.81%
2010 +12.85%
2009 +16.71%
2008 −35.95%
2007 −4.04%
2006 +19.38%
2005 +3.64%
2004 +10.79%

Drawdowns

Thu 2011-10-20? to Fri 2026-04-24 Current
Drawdown
Worst
Drawdown
SCHD
×
−2.41% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV
×
−2.56% −36.94%
2020-03-23
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund