All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-28💬 to Thu 2026-06-18 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+13.04%
2026-06-18 |
+19.16%
2026-06-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+7.67%
2026-06-18 |
+20.20%
2026-06-18 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
−1.87%
2026-06-18 |
−0.27%
2026-06-18 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-28💬 to Thu 2026-06-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+72.05%
+9.37%/yr |
+4.71%/yr
(R2=0.506) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+82.01%
+10.39%/yr |
+7.37%/yr
(R2=0.749) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
−8.93%
−1.53%/yr |
−1.00%/yr
(R2=0.201) |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-28💬 to Thu 2026-06-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-28 |
$17,205.17
2026-06-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-28 |
$18,200.71
2026-06-18 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
$10,000.00
2020-05-28 |
$9,107.17
2026-06-18 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | SGOV |
|---|---|---|---|
| 2026 (YTD) | +13.04% | +7.67% | −1.87% |
| 2025 | +1.62% | +12.42% | +1.53% |
| 2024 | +8.53% | +14.30% | +2.33% |
| 2023 | +1.16% | +3.14% | +1.71% |
| 2022 | −9.13% | −6.49% | −4.59% |
| 2021 | +21.34% | +17.90% | −6.54% |
| 2020 | +13.48% | −0.21% | −1.52% |
| 2019 | +24.45% | +21.29% | — |
| 2018 | −7.33% | −7.68% | — |
| 2017 | +18.35% | +14.01% | — |
| 2016 | +14.09% | +14.66% | — |
| 2015 | −1.02% | −0.45% | — |
| 2014 | +10.85% | +12.69% | — |
| 2013 | +30.91% | +28.15% | — |
| 2012 | +9.50% | +10.77% | — |
| 2011 | +5.72% | +7.36% | — |
| 2010 | — | +12.54% | — |
| 2009 | — | +14.08% | — |
| 2008 | — | −31.98% | — |
| 2007 | — | −2.62% | — |
| 2006 | — | +2.75% | — |
| Thu 2020-05-28💬 to Thu 2026-06-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−3.32%
from 2026-05-22 peak |
−21.66%
2022-09-30 from 2022-01-04 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
−1.43%
from 2026-06-15 peak |
−20.55%
2022-09-30 from 2022-01-11 peak |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × | −8.93% |
−13.24%
2022-07-01 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-06-18 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +19.16% |
+24.22% +11.45%/yr |
+32.22% +9.76%/yr |
+24.42% +4.47%/yr |
+134.02% +8.87%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | +20.20% |
+31.27% +14.57%/yr |
+46.93% +13.68%/yr |
+44.76% +7.68%/yr |
+119.58% +8.18%/yr |
|
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × | −0.27% |
+1.85% +0.92%/yr |
+4.17% +1.37%/yr |
−3.91% −0.79%/yr |
— | |
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
