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

Total Real Returns

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

Thu 2014-06-12? to Tue 2026-05-12 YTD
Return 		TRR
Price
SCHD × 		+13.48%
2026-05-12 		4.101 TRR
2026-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+6.23%
2026-05-12 		3.387 TRR
2026-05-12
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
DGRO × 		+3.21%
2026-05-12 		2.795 TRR
2026-05-12
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Tue 2026-05-12 Overall
Return 		Exponential
Trendline
SCHD × 		+165.11%
+8.53%/yr 		+8.40%/yr
(R2=0.920)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+144.83%
+7.80%/yr 		+6.75%/yr
(R2=0.923)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
DGRO × 		+179.53%
+9.01%/yr 		+8.69%/yr
(R2=0.941)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Tue 2026-05-12 Start
Value 		End
Value
SCHD × 		$10,000.00
2014-06-12 		$26,511.02
2026-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		$10,000.00
2014-06-12 		$24,483.11
2026-05-12
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
DGRO × 		$10,000.00
2014-06-12 		$27,953.41
2026-05-12
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD VYM DGRO
2026 (YTD) +13.48% +6.23% +3.21%
2025 +1.62% +12.42% +12.68%
2024 +8.53% +14.30% +13.35%
2023 +1.16% +3.14% +6.89%
2022 −9.13% −6.49% −13.50%
2021 +21.34% +17.90% +18.32%
2020 +13.48% −0.21% +8.03%
2019 +24.45% +21.29% +26.97%
2018 −7.33% −7.68% −4.21%
2017 +18.35% +14.01% +20.46%
2016 +14.09% +14.66% +12.87%
2015 −1.02% −0.45% −1.42%
2014 +10.85% +12.69% +10.07%
2013 +30.91% +28.15% —
2012 +9.50% +10.77% —
2011 +5.72% +7.36% —
2010 — +12.54% —
2009 — +14.08% —
2008 — −31.98% —
2007 — −2.62% —
2006 — +2.75% —

Drawdowns

Thu 2014-06-12? to Tue 2026-05-12 Current
Drawdown 		Worst
Drawdown
SCHD × 		−1.41% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		−2.04% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
DGRO × 		−2.65% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-05-12 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SCHD × 		+20.19%/yr
+20.18% total 		+10.40%/yr
+21.93% total 		+11.47%/yr
+38.52% total 		+3.95%/yr
+21.37% total 		+9.00%/yr
+136.81% total
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+19.60%/yr
+19.59% total 		+13.67%/yr
+29.28% total 		+14.42%/yr
+49.81% total 		+6.75%/yr
+38.64% total 		+8.11%/yr
+118.05% total
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
DGRO × 		+16.42%/yr
+16.40% total 		+11.74%/yr
+24.92% total 		+12.93%/yr
+44.04% total 		+5.91%/yr
+33.28% total 		+9.53%/yr
+148.51% total
iShares Core Dividend Growth ETF Exchange-Traded Fund