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

Total Real Returns

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

×
Thu 2020-04-23 to Thu 2026-02-05 YTD
Return
TRR
Price
SCHD
×
+12.62%
2026-02-05
4.071 TRR
2026-02-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+5.64%
2026-02-05
3.369 TRR
2026-02-05
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
PEP
×
+16.45%
2026-02-05
69.23 TRR
2026-02-05
PepsiCo Inc NASDAQ Common Stock

Returns

Thu 2020-04-23 to Thu 2026-02-05 Overall
Return
Exponential
Trendline
SCHD
×
+85.12%
+11.23%/yr
+4.48%/yr
(R2=0.437)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+89.40%
+11.67%/yr
+6.97%/yr
(R2=0.712)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
PEP
×
+21.26%
+3.39%/yr
−0.40%/yr
(R2=0.006)
PepsiCo Inc NASDAQ Common Stock

Growth of $10,000

Thu 2020-04-23 to Thu 2026-02-05 Start
Value
End
Value
SCHD
×
$10,000.00
2020-04-23
$18,511.66
2026-02-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2020-04-23
$18,939.56
2026-02-05
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
PEP
×
$10,000.00
2020-04-23
$12,125.80
2026-02-05
PepsiCo Inc NASDAQ Common Stock

Annual Returns

Year SCHD VYM PEP
2026 (YTD) +12.62% +5.64% +16.45%
2025 +1.63% +12.42% −4.40%
2024 +8.54% +14.30% −10.19%
2023 +1.14% +3.13% −6.42%
2022 −9.11% −6.49% +0.30%
2021 +21.34% +17.90% +12.63%
2020 +13.45% −0.21% +10.18%
2019 +24.45% +21.29% +24.53%
2018 −7.32% −7.68% −6.59%
2017 +18.36% +14.01% +15.38%
2016 +14.07% +14.67% +5.61%
2015 −1.02% −0.46% +7.95%
2014 +10.84% +12.70% +16.39%
2013 +30.90% +28.15% +22.80%
2012 +9.50% +10.77% +4.59%
2011 +5.73% +7.35% +1.73%
2010 +12.53% +9.07%
2009 +14.10% +11.59%
2008 −31.98% −26.03%
2007 −2.61% +19.01%
2006 +2.75% +5.21%
2005 +11.42%
2004 +10.23%
2003 +9.97%
2002 −14.18%
2001 −2.05%
2000 +37.95%
1999 −14.77%
1998 +12.51%
1997 +47.02%
1996 +2.94%
1995 +53.11%
1994 −11.76%
1993 −2.51%
1992 +20.84%
1991 +28.58%
1990 +16.85%
1989 +57.88%
1988 +16.05%
1987 +25.53%
1986 +8.59%
1985 +68.90%
1984 −1.16%

Drawdowns

Thu 2020-04-23 to Thu 2026-02-05 Current
Drawdown
Worst
Drawdown
SCHD
×
−0.13% −21.66%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−0.53% −20.56%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
PEP
×
−12.43% −34.11%
2025-05-14
PepsiCo Inc NASDAQ Common Stock