All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Tue 2025-07-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+3.88%
2025-07-01 |
11.21 TRR
2025-07-01 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
−1.13%
2025-07-01 |
3.516 TRR
2025-07-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+4.05%
2025-07-01 |
3.784 TRR
2025-07-01 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Tue 2025-07-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+357.55%
+11.74%/yr |
+10.40%/yr
(R2=0.957) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+251.57%
+9.61%/yr |
+9.51%/yr
(R2=0.948) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+266.48%
+9.95%/yr |
+9.18%/yr
(R2=0.961) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Tue 2025-07-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2011-10-20 |
$45,755.24
2025-07-01 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$35,157.27
2025-07-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2011-10-20 |
$36,647.70
2025-07-01 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | SPY | SCHD | VIG |
|---|---|---|---|
| 2025 (YTD) | +3.88% | −1.13% | +4.05% |
| 2024 | +21.39% | +8.53% | +13.71% |
| 2023 | +22.09% | +1.16% | +10.80% |
| 2022 | −23.14% | −9.15% | −15.28% |
| 2021 | +20.26% | +21.32% | +15.63% |
| 2020 | +16.74% | +13.50% | +13.88% |
| 2019 | +28.29% | +24.42% | +26.72% |
| 2018 | −6.36% | −7.30% | −3.91% |
| 2017 | +19.19% | +18.29% | +19.69% |
| 2016 | +9.73% | +14.15% | +9.69% |
| 2015 | +0.50% | −1.08% | −2.65% |
| 2014 | +12.61% | +10.89% | +9.25% |
| 2013 | +30.35% | +30.91% | +26.96% |
| 2012 | +14.01% | +9.49% | +9.75% |
| 2011 | −1.04% | +5.73% | +3.10% |
| 2010 | +13.36% | — | +13.05% |
| 2009 | +23.01% | — | +16.43% |
| 2008 | −36.86% | — | −26.77% |
| 2007 | +1.01% | — | +1.48% |
| 2006 | +13.00% | — | +8.30% |
| 2005 | +1.35% | — | — |
| 2004 | +7.20% | — | — |
| 2003 | +25.81% | — | — |
| 2002 | −23.40% | — | — |
| 2001 | −13.10% | — | — |
| 2000 | −12.70% | — | — |
| 1999 | +17.24% | — | — |
| 1998 | +26.66% | — | — |
| 1997 | +31.24% | — | — |
| 1996 | +18.55% | — | — |
| 1995 | +34.64% | — | — |
| 1994 | −2.22% | — | — |
| 1993 | +6.30% | — | — |
| Thu 2011-10-20? to Tue 2025-07-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.04% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × | −7.71% |
−33.50%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × | −0.04% |
−31.70%
2020-03-23 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||