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 2026-02-06 YTD
Return
TRR
Price
SPY
×
+1.02%
2026-02-06
12.5 TRR
2026-02-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+14.44%
2026-02-06
4.136 TRR
2026-02-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+4.18%
2026-02-06
4.212 TRR
2026-02-06
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-02-06 Overall
Return
Exponential
Trendline
SPY
×
+410.17%
+12.07%/yr
+10.51%/yr
(R2=0.962)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+313.59%
+10.44%/yr
+9.25%/yr
(R2=0.946)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
+307.98%
+10.33%/yr
+9.17%/yr
(R2=0.965)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2026-02-06 Start
Value
End
Value
SPY
×
$10,000.00
2011-10-20
$51,017.21
2026-02-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$41,358.92
2026-02-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
$10,000.00
2011-10-20
$40,798.08
2026-02-06
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SPY SCHD VIG
2026 (YTD) +1.02% +14.44% +4.18%
2025 +14.65% +1.63% +11.19%
2024 +21.39% +8.54% +13.71%
2023 +22.09% +1.14% +10.80%
2022 −23.14% −9.14% −15.28%
2021 +20.27% +21.33% +15.63%
2020 +16.74% +13.50% +13.88%
2019 +28.29% +24.45% +26.72%
2018 −6.35% −7.32% −3.91%
2017 +19.19% +18.36% +19.68%
2016 +9.73% +14.07% +9.69%
2015 +0.50% −1.02% −2.66%
2014 +12.61% +10.84% +9.26%
2013 +30.35% +30.90% +26.96%
2012 +14.02% +9.48% +9.75%
2011 −1.05% +5.73% +3.10%
2010 +13.36% +13.04%
2009 +23.01% +16.42%
2008 −36.86% −26.75%
2007 +1.02% +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 +17.25%
1998 +26.65%
1997 +31.24%
1996 +18.57%
1995 +34.63%
1994 −2.21%
1993 +6.28%

Drawdowns

Thu 2011-10-20? to Fri 2026-02-06 Current
Drawdown
Worst
Drawdown
SPY
×
−0.82% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
0.00% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG
×
0.00% −31.70%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund