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

Total Real Returns

SCHD,VYM,VIG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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