All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-04-23 to Fri 2026-04-10 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+10.17%
2026-04-10 |
3.981 TRR
2026-04-10 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+4.49%
2026-04-10 |
3.332 TRR
2026-04-10 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| PEP × |
+8.26%
2026-04-10 |
52.78 TRR
2026-04-10 |
||||
| PepsiCo Inc NASDAQ Common Stock | ||||||
| Thu 2020-04-23 to Fri 2026-04-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+81.04%
+10.47%/yr |
+4.77%/yr
(R2=0.481) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+87.34%
+11.10%/yr |
+7.26%/yr
(R2=0.736) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| PEP × |
+12.73%
+2.03%/yr |
−0.36%/yr
(R2=0.005) |
||||
| PepsiCo Inc NASDAQ Common Stock | ||||||
| Thu 2020-04-23 to Fri 2026-04-10 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-04-23 |
$18,104.27
2026-04-10 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-04-23 |
$18,733.52
2026-04-10 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| PEP × |
$10,000.00
2020-04-23 |
$11,273.33
2026-04-10 |
||||
| PepsiCo Inc NASDAQ Common Stock | ||||||
| Thu 2020-04-23 to Fri 2026-04-10 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −4.29% |
−21.66%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −3.64% |
−20.56%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| PEP × | −18.59% |
−34.11%
2025-05-14 |
||||
| PepsiCo Inc NASDAQ Common Stock | ||||||