All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-28? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−0.07%
2025-07-03 |
3.554 TRR
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+5.67%
2025-07-03 |
2.997 TRR
2025-07-03 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
+0.11%
2025-07-03 |
0.9183 TRR
2025-07-03 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-28? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+49.70%
+8.24%/yr |
+4.04%/yr
(R2=0.336) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+58.90%
+9.51%/yr |
+5.76%/yr
(R2=0.585) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
−8.17%
−1.66%/yr |
−1.73%/yr
(R2=0.378) |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-28? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-28 |
$14,969.90
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-28 |
$15,889.79
2025-07-03 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
$10,000.00
2020-05-28 |
$9,183.36
2025-07-03 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | SGOV |
|---|---|---|---|
| 2025 (YTD) | −0.07% | +5.67% | +0.11% |
| 2024 | +8.52% | +14.30% | +2.33% |
| 2023 | +1.16% | +3.14% | +2.08% |
| 2022 | −9.11% | −6.49% | −4.59% |
| 2021 | +21.32% | +17.90% | −6.54% |
| 2020 | +13.50% | −0.21% | −1.52% |
| 2019 | +24.42% | +21.30% | — |
| 2018 | −7.35% | −7.68% | — |
| 2017 | +18.36% | +14.00% | — |
| 2016 | +14.15% | +14.67% | — |
| 2015 | −1.08% | −0.46% | — |
| 2014 | +10.89% | +12.69% | — |
| 2013 | +30.89% | +28.16% | — |
| 2012 | +9.49% | +10.77% | — |
| 2011 | +5.73% | +7.35% | — |
| 2010 | — | +12.56% | — |
| 2009 | — | +14.07% | — |
| 2008 | — | −31.98% | — |
| 2007 | — | −2.62% | — |
| 2006 | — | +2.76% | — |
| Thu 2020-05-28? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −6.72% |
−21.67%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | 0.00% |
−20.56%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × | −8.17% |
−13.24%
2022-07-01 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||