All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Thu 2025-05-29 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPY × |
−0.83%
2025-05-29 |
10.7 TRR
2025-05-29 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
SCHD × |
−5.01%
2025-05-29 |
3.378 TRR
2025-05-29 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
−0.56%
2025-05-29 |
3.616 TRR
2025-05-29 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Thu 2025-05-29 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPY × |
+336.78%
+11.44%/yr |
+10.40%/yr
(R2=0.956) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
SCHD × |
+237.80%
+9.36%/yr |
+9.56%/yr
(R2=0.948) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
+250.20%
+9.65%/yr |
+9.19%/yr
(R2=0.960) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Thu 2025-05-29 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPY × |
$10,000.00
2011-10-20 |
$43,678.29
2025-05-29 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$33,780.47
2025-05-29 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × |
$10,000.00
2011-10-20 |
$35,020.41
2025-05-29 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | SPY | SCHD | VIG |
---|---|---|---|
2025 (YTD) | −0.83% | −5.01% | −0.56% |
2024 | +21.39% | +8.54% | +13.71% |
2023 | +22.09% | +1.15% | +10.81% |
2022 | −23.15% | −9.15% | −15.29% |
2021 | +20.27% | +21.33% | +15.63% |
2020 | +16.74% | +13.50% | +13.88% |
2019 | +28.29% | +24.43% | +26.72% |
2018 | −6.35% | −7.30% | −3.91% |
2017 | +19.18% | +18.29% | +19.69% |
2016 | +9.72% | +14.12% | +9.69% |
2015 | +0.50% | −1.00% | −2.66% |
2014 | +12.61% | +10.81% | +9.26% |
2013 | +30.35% | +30.92% | +26.97% |
2012 | +14.01% | +9.50% | +9.75% |
2011 | −1.04% | +5.71% | +3.10% |
2010 | +13.36% | — | +13.04% |
2009 | +23.00% | — | +16.41% |
2008 | −36.85% | — | −26.75% |
2007 | +1.01% | — | +1.47% |
2006 | +13.01% | — | +8.30% |
2005 | +1.35% | — | — |
2004 | +7.22% | — | — |
2003 | +25.81% | — | — |
2002 | −23.40% | — | — |
2001 | −13.11% | — | — |
2000 | −12.70% | — | — |
1999 | +17.24% | — | — |
1998 | +26.65% | — | — |
1997 | +31.24% | — | — |
1996 | +18.57% | — | — |
1995 | +34.63% | — | — |
1994 | −2.22% | — | — |
1993 | +6.30% | — | — |
Thu 2011-10-20? to Thu 2025-05-29 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPY × | −4.27% |
−33.67%
2020-03-23 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
SCHD × | −11.34% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VIG × | −4.47% |
−31.70%
2020-03-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||