All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20💬 to Mon 2026-10-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+459.61%
+12.18%/yr |
+10.62%/yr
R2=0.966 |
||||
| State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+332.67%
+10.27%/yr |
+9.22%/yr
R2=0.952 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+317.19%
+10.01%/yr |
+9.16%/yr
R2=0.969 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
+294.67%
+9.60%/yr |
+7.89%/yr
R2=0.945 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Mon 2026-10-12 |
Start
Value |
End
Value |
|---|---|---|
| SPY × |
$10,000.00
2011-10-20 |
$55,960.88
2026-10-12 |
| SCHD × |
$10,000.00
2011-10-20 |
$43,266.95
2026-10-12 |
| VIG × |
$10,000.00
2011-10-20 |
$41,718.98
2026-10-12 |
| VYM × |
$10,000.00
2011-10-20 |
$39,467.20
2026-10-12 |
| YTD | YoY | |
|---|---|---|
| SPY × | +10.82% | +16.29% |
| SCHD × | +19.72% | +25.25% |
| VIG × | +6.53% | +10.79% |
| VYM × | +8.82% | +14.58% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPY × |
−0.29%
on 2026-10-12 from 2026-08-13 peak |
−33.67%
on 2020-03-23 from 2020-02-19 peak |
| SCHD × |
−5.22%
on 2026-10-12 from 2026-08-24 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| VIG × |
−2.84%
on 2026-10-12 from 2026-08-13 peak |
−31.70%
on 2020-03-23 from 2020-02-14 peak |
| VYM × |
−4.68%
on 2026-10-12 from 2026-08-13 peak |
−35.39%
on 2020-03-23 from 2020-01-17 peak |
| Period ending Mon 2026-10-12 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPY × | +16.29% |
+28.84% +13.51%/yr |
+70.27% +19.41%/yr |
+57.01% +9.44%/yr |
+206.25% +11.84%/yr |
| SCHD × | +25.25% |
+17.48% +8.39%/yr |
+44.57% +13.07%/yr |
+29.60% +5.32%/yr |
+141.01% +9.20%/yr |
| VIG × | +10.79% |
+16.58% +7.97%/yr |
+48.56% +14.10%/yr |
+38.14% +6.68%/yr |
+152.47% +9.70%/yr |
| VYM × | +14.58% |
+20.81% +9.92%/yr |
+54.67% +15.65%/yr |
+43.59% +7.50%/yr |
+117.49% +8.08%/yr |
| Year | SPY | SCHD | VIG | VYM |
|---|---|---|---|---|
| 2026 (YTD) | +10.82% | +19.72% | +6.53% | +8.82% |
| 2025 | +14.65% | +1.62% | +11.20% | +12.42% |
| 2024 | +21.39% | +8.53% | +13.71% | +14.30% |
| 2023 | +22.09% | +1.16% | +10.80% | +3.14% |
| 2022 | −23.15% | −9.13% | −15.29% | −6.49% |
| 2021 | +20.27% | +21.34% | +15.63% | +17.90% |
| 2020 | +16.74% | +13.48% | +13.88% | −0.21% |
| 2019 | +28.29% | +24.45% | +26.72% | +21.29% |
| 2018 | −6.35% | −7.33% | −3.91% | −7.68% |
| 2017 | +19.19% | +18.34% | +19.69% | +14.01% |
| 2016 | +9.73% | +14.09% | +9.69% | +14.66% |
| 2015 | +0.50% | −1.02% | −2.66% | −0.45% |
| 2014 | +12.61% | +10.85% | +9.26% | +12.69% |
| 2013 | +30.35% | +30.91% | +26.96% | +28.15% |
| 2012 | +14.01% | +9.49% | +9.75% | +10.77% |
| 2011 | −1.04% | +5.72% | +3.10% | +7.36% |
| 2010 | +13.36% | — | +13.05% | +12.54% |
| 2009 | +23.01% | — | +16.42% | +14.08% |
| 2008 | −36.85% | — | −26.76% | −31.98% |
| 2007 | +1.01% | — | +1.47% | −2.62% |
| 2006 | +13.00% | — | +8.30% | +2.75% |
| 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% | — | — | — |
