All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Thu 2025-12-04 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+13.86%
2025-12-04 |
12.29 TRR
2025-12-04 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+0.98%
2025-12-04 |
3.592 TRR
2025-12-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+10.65%
2025-12-04 |
4.024 TRR
2025-12-04 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-12-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+401.49%
+12.09%/yr |
+10.47%/yr
(R2=0.960) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+259.18%
+9.48%/yr |
+9.31%/yr
(R2=0.946) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+289.68%
+10.11%/yr |
+9.16%/yr
(R2=0.964) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-12-04 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2011-10-20 |
$50,149.48
2025-12-04 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$35,917.68
2025-12-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2011-10-20 |
$38,967.95
2025-12-04 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | SPY | SCHD | VIG |
|---|---|---|---|
| 2025 (YTD) | +13.86% | +0.98% | +10.65% |
| 2024 | +21.39% | +8.53% | +13.71% |
| 2023 | +22.09% | +1.16% | +10.80% |
| 2022 | −23.14% | −9.11% | −15.28% |
| 2021 | +20.26% | +21.32% | +15.63% |
| 2020 | +16.74% | +13.50% | +13.88% |
| 2019 | +28.29% | +24.46% | +26.72% |
| 2018 | −6.35% | −7.32% | −3.91% |
| 2017 | +19.18% | +18.28% | +19.69% |
| 2016 | +9.73% | +14.09% | +9.69% |
| 2015 | +0.50% | −1.00% | −2.66% |
| 2014 | +12.61% | +10.85% | +9.26% |
| 2013 | +30.34% | +30.93% | +26.96% |
| 2012 | +14.02% | +9.50% | +9.74% |
| 2011 | −1.04% | +5.72% | +3.11% |
| 2010 | +13.36% | — | +13.06% |
| 2009 | +23.00% | — | +16.40% |
| 2008 | −36.85% | — | −26.76% |
| 2007 | +1.01% | — | +1.48% |
| 2006 | +13.00% | — | +8.31% |
| 2005 | +1.35% | — | — |
| 2004 | +7.21% | — | — |
| 2003 | +25.81% | — | — |
| 2002 | −23.40% | — | — |
| 2001 | −13.11% | — | — |
| 2000 | −12.70% | — | — |
| 1999 | +17.25% | — | — |
| 1998 | +26.65% | — | — |
| 1997 | +31.24% | — | — |
| 1996 | +18.56% | — | — |
| 1995 | +34.65% | — | — |
| 1994 | −2.23% | — | — |
| 1993 | +6.30% | — | — |
| Thu 2011-10-20? to Thu 2025-12-04 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.73% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × | −5.74% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × | −0.68% |
−31.70%
2020-03-23 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||