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

Thu 2011-10-20💬 to Wed 2026-05-27	YTD Return	1 Year Return
SCHD ×	+16.12% 2026-05-27	+23.85% 2026-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV ×	+8.24% 2026-05-27	+21.35% 2026-05-27
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

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Returns

Thu 2011-10-20💬 to Wed 2026-05-27	Overall Return	Exponential Trendline
SCHD ×	+319.67% +10.32%/yr	+9.22%/yr (R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV ×	+312.20% +10.19%/yr	+8.26%/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 Wed 2026-05-27	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$41,967.29 2026-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV ×	$10,000.00 2011-10-20	$41,220.13 2026-05-27
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund

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Annual Returns

Year	SCHD	VTV
2026 (YTD)	+16.12%	+8.24%
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 Wed 2026-05-27	Current Drawdown	Worst Drawdown
SCHD ×	−0.90% 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 ×	−0.13% from 2026-05-26 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 Wed 2026-05-27	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+23.85%	+26.78% +12.55%/yr	+41.14% +12.16%/yr	+22.29% +4.11%/yr	+141.19% +9.20%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTV ×	+21.35%	+29.46% +13.73%/yr	+52.46% +15.08%/yr	+37.65% +6.60%/yr	+131.58% +8.76%/yr
Vanguard Value Index Fund ETF Shares Exchange-Traded Fund