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 2011-10-20💬 to Thu 2026-06-11 YTD
Return
1 Year
Return
SCHD
×
+15.51%
2026-06-11
+20.67%
2026-06-11
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
+7.66%
2026-06-11
+19.18%
2026-06-11
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
PEP
×
−1.39%
2026-06-11
+10.34%
2026-06-11
PepsiCo Inc NASDAQ Common Stock

Returns

Thu 2011-10-20💬 to Thu 2026-06-11 Overall
Return
Exponential
Trendline
SCHD
×
+317.44%
+10.25%/yr
+9.22%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
+290.47%
+9.75%/yr
+7.82%/yr
(R2=0.941)
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
PEP
×
+143.83%
+6.28%/yr
+7.00%/yr
(R2=0.842)
PepsiCo Inc NASDAQ Common Stock

Growth of $10,000

Thu 2011-10-20💬 to Thu 2026-06-11 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$41,743.65
2026-06-11
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
$10,000.00
2011-10-20
$39,047.01
2026-06-11
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
PEP
×
$10,000.00
2011-10-20
$24,382.88
2026-06-11
PepsiCo Inc NASDAQ Common Stock

Annual Returns

Year SCHD VYM PEP
2026 (YTD) +15.51% +7.66% −1.39%
2025 +1.62% +12.42% −4.40%
2024 +8.53% +14.30% −10.19%
2023 +1.16% +3.14% −6.42%
2022 −9.13% −6.49% +0.30%
2021 +21.34% +17.90% +12.63%
2020 +13.48% −0.21% +10.17%
2019 +24.45% +21.29% +24.53%
2018 −7.33% −7.68% −6.59%
2017 +18.35% +14.01% +15.38%
2016 +14.09% +14.66% +5.61%
2015 −1.02% −0.45% +7.96%
2014 +10.85% +12.69% +16.39%
2013 +30.91% +28.15% +22.80%
2012 +9.50% +10.77% +4.58%
2011 +5.72% +7.36% +1.74%
2010 +12.54% +9.06%
2009 +14.08% +11.59%
2008 −31.98% −26.03%
2007 −2.62% +19.01%
2006 +2.75% +5.22%
2005 +11.42%
2004 +10.22%
2003 +9.98%
2002 −14.18%
2001 −2.06%
2000 +37.95%
1999 −14.76%
1998 +12.49%
1997 +34.22%
1996 +2.80%
1995 +52.86%
1994 −11.91%
1993 −2.62%
1992 +20.73%
1991 +28.33%
1990 +16.72%
1989 +57.63%
1988 +15.85%
1987 +25.31%
1986 +8.38%
1985 +68.48%
1984 +12.35%
1983 +7.83%
1982 −1.32%
1981 +27.73%
1980 +2.58%
1979 −10.44%
1978 −13.10%
1977 +2.46%
1976 +9.99%
1975 +66.81%
1974 −46.55%
1973 −25.68%
1972 −0.54%

Drawdowns

Thu 2011-10-20💬 to Thu 2026-06-11 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.21%
from 2026-05-22 peak
−33.51%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
−1.41%
from 2026-06-02 peak
−35.39%
2020-03-23
from 2020-01-17 peak
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
PEP
×
−25.84%
from 2023-05-12 peak
−34.11%
2025-05-14
from 2023-05-12 peak
PepsiCo Inc NASDAQ Common Stock

Rolling Returns

Period ending Thu 2026-06-11 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+20.67% +27.14%
+12.76%/yr
+38.03%
+11.34%/yr
+21.34%
+3.95%/yr
+137.60%
+9.04%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
+19.18% +32.68%
+15.19%/yr
+49.55%
+14.36%/yr
+38.16%
+6.68%/yr
+117.93%
+8.10%/yr
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
PEP
×
+10.34% −12.17%
−6.28%/yr
−20.59%
−7.40%/yr
−8.22%
−1.70%/yr
+35.45%
+3.08%/yr
PepsiCo Inc NASDAQ Common Stock