All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-28? to Fri 2025-04-25 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−6.59%
2025-04-25 |
3.322 TRR
2025-04-25 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
−4.15%
2025-04-25 |
2.718 TRR
2025-04-25 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
−0.13%
2025-04-25 |
0.9128 TRR
2025-04-25 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-28? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+39.89%
+7.08%/yr |
+4.22%/yr
(R2=0.332) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+44.11%
+7.73%/yr |
+5.65%/yr
(R2=0.550) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
−8.72%
−1.84%/yr |
−2.05%/yr
(R2=0.461) |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-28? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-28 |
$13,989.10
2025-04-25 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-28 |
$14,410.94
2025-04-25 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × |
$10,000.00
2020-05-28 |
$9,128.42
2025-04-25 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | SGOV |
|---|---|---|---|
| 2025 (YTD) | −6.59% | −4.15% | −0.13% |
| 2024 | +8.53% | +14.30% | +2.33% |
| 2023 | +1.16% | +3.13% | +1.71% |
| 2022 | −9.15% | −6.49% | −4.59% |
| 2021 | +21.37% | +17.91% | −6.54% |
| 2020 | +13.44% | −0.22% | −1.51% |
| 2019 | +24.44% | +21.30% | — |
| 2018 | −7.32% | −7.69% | — |
| 2017 | +18.35% | +14.02% | — |
| 2016 | +14.09% | +14.65% | — |
| 2015 | −1.00% | −0.44% | — |
| 2014 | +10.85% | +12.68% | — |
| 2013 | +30.91% | +28.15% | — |
| 2012 | +9.50% | +10.79% | — |
| 2011 | +5.72% | +7.34% | — |
| 2010 | — | +12.55% | — |
| 2009 | — | +14.09% | — |
| 2008 | — | −31.99% | — |
| 2007 | — | −2.62% | — |
| 2006 | — | +2.76% | — |
| Thu 2020-05-28? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −12.81% |
−21.66%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −8.59% |
−20.56%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SGOV × | −8.72% |
−13.24%
2022-07-01 |
||||
| iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||