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

Total Real Returns

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

Thu 2011-10-20? to Fri 2026-05-08 YTD
Return
TRR
Price
SPY
×
+6.09%
2026-05-08
13.13 TRR
2026-05-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+13.71%
2026-05-08
4.109 TRR
2026-05-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+1.89%
2026-05-08
4.12 TRR
2026-05-08
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-05-08 Overall
Return
Exponential
Trendline
SPY
×
+435.75%
+12.23%/yr
+10.53%/yr
(R2=0.964)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+310.93%
+10.20%/yr
+9.23%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+299.04%
+9.98%/yr
+9.16%/yr
(R2=0.967)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2026-05-08 Start
Value
End
Value
SPY
×
$10,000.00
2011-10-20
$53,574.57
2026-05-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$41,093.43
2026-05-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
$10,000.00
2011-10-20
$39,903.50
2026-05-08
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SPY SCHD VIG
2026 (YTD) +6.09% +13.71% +1.89%
2025 +14.65% +1.62% +11.20%
2024 +21.39% +8.53% +13.71%
2023 +22.09% +1.16% +10.80%
2022 −23.15% −9.13% −15.29%
2021 +20.27% +21.34% +15.63%
2020 +16.74% +13.48% +13.88%
2019 +28.29% +24.45% +26.72%
2018 −6.35% −7.33% −3.91%
2017 +19.19% +18.35% +19.69%
2016 +9.73% +14.09% +9.69%
2015 +0.50% −1.02% −2.66%
2014 +12.61% +10.85% +9.26%
2013 +30.35% +30.91% +26.96%
2012 +14.01% +9.50% +9.75%
2011 −1.04% +5.72% +3.10%
2010 +13.36% +13.05%
2009 +23.01% +16.42%
2008 −36.85% −26.76%
2007 +1.01% +1.47%
2006 +13.00% +8.30%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.63%
1995 +34.61%
1994 −2.22%
1993 +6.22%

Drawdowns

Thu 2011-10-20? to Fri 2026-05-08 Current
Drawdown
Worst
Drawdown
SPY
×
0.00% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
−1.47% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
−1.99% −31.70%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund