All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Tue 2025-09-02 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+1.20%
2025-09-02 |
3.599 TRR
2025-09-02 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
+7.37%
2025-09-02 |
3.045 TRR
2025-09-02 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
VIG × |
+5.51%
2025-09-02 |
3.837 TRR
2025-09-02 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-09-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+259.88%
+9.67%/yr |
+9.43%/yr
(R2=0.947) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
+246.43%
+9.37%/yr |
+7.73%/yr
(R2=0.931) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
VIG × |
+271.64%
+9.93%/yr |
+9.17%/yr
(R2=0.962) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-09-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$35,987.59
2025-09-02 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
$10,000.00
2011-10-20 |
$34,642.86
2025-09-02 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
VIG × |
$10,000.00
2011-10-20 |
$37,164.34
2025-09-02 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SCHD | VYM | VIG |
---|---|---|---|
2025 (YTD) | +1.20% | +7.37% | +5.51% |
2024 | +8.52% | +14.30% | +13.71% |
2023 | +1.16% | +3.14% | +10.81% |
2022 | −9.14% | −6.49% | −15.29% |
2021 | +21.34% | +17.91% | +15.63% |
2020 | +13.48% | −0.22% | +13.88% |
2019 | +24.49% | +21.30% | +26.73% |
2018 | −7.37% | −7.69% | −3.92% |
2017 | +18.40% | +14.02% | +19.69% |
2016 | +14.07% | +14.67% | +9.69% |
2015 | −1.00% | −0.45% | −2.66% |
2014 | +10.84% | +12.69% | +9.27% |
2013 | +30.88% | +28.14% | +26.95% |
2012 | +9.49% | +10.79% | +9.75% |
2011 | +5.73% | +7.36% | +3.10% |
2010 | — | +12.52% | +13.06% |
2009 | — | +14.10% | +16.41% |
2008 | — | −31.99% | −26.76% |
2007 | — | −2.63% | +1.47% |
2006 | — | +2.77% | +8.31% |
Thu 2011-10-20? to Tue 2025-09-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −5.53% |
−33.51%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × | −0.43% |
−35.39%
2020-03-23 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
VIG × | −0.74% |
−31.70%
2020-03-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||