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