All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Fri 2025-04-25 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
−7.15%
2025-04-25 |
10.02 TRR
2025-04-25 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
−6.59%
2025-04-25 |
3.322 TRR
2025-04-25 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
−4.62%
2025-04-25 |
3.469 TRR
2025-04-25 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+308.97%
+10.98%/yr |
+10.41%/yr
(R2=0.955) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+232.21%
+9.29%/yr |
+9.62%/yr
(R2=0.949) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+235.93%
+9.38%/yr |
+9.22%/yr
(R2=0.960) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2011-10-20 |
$40,897.21
2025-04-25 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$33,221.17
2025-04-25 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
$10,000.00
2011-10-20 |
$33,593.30
2025-04-25 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | SPY | SCHD | VIG |
|---|---|---|---|
| 2025 (YTD) | −7.15% | −6.59% | −4.62% |
| 2024 | +21.39% | +8.53% | +13.71% |
| 2023 | +22.09% | +1.16% | +10.80% |
| 2022 | −23.15% | −9.15% | −15.29% |
| 2021 | +20.27% | +21.37% | +15.63% |
| 2020 | +16.74% | +13.44% | +13.88% |
| 2019 | +28.30% | +24.44% | +26.72% |
| 2018 | −6.36% | −7.32% | −3.91% |
| 2017 | +19.19% | +18.35% | +19.69% |
| 2016 | +9.73% | +14.09% | +9.69% |
| 2015 | +0.50% | −1.00% | −2.65% |
| 2014 | +12.61% | +10.85% | +9.27% |
| 2013 | +30.35% | +30.91% | +26.95% |
| 2012 | +14.02% | +9.50% | +9.75% |
| 2011 | −1.04% | +5.72% | +3.11% |
| 2010 | +13.36% | — | +13.05% |
| 2009 | +23.01% | — | +16.42% |
| 2008 | −36.85% | — | −26.75% |
| 2007 | +1.01% | — | +1.46% |
| 2006 | +13.00% | — | +8.31% |
| 2005 | +1.36% | — | — |
| 2004 | +7.21% | — | — |
| 2003 | +25.81% | — | — |
| 2002 | −23.41% | — | — |
| 2001 | −13.10% | — | — |
| 2000 | −12.70% | — | — |
| 1999 | +17.25% | — | — |
| 1998 | +26.65% | — | — |
| 1997 | +31.23% | — | — |
| 1996 | +18.56% | — | — |
| 1995 | +34.64% | — | — |
| 1994 | −2.23% | — | — |
| 1993 | +6.30% | — | — |
| Thu 2011-10-20? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −10.37% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × | −12.81% |
−33.55%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × | −8.37% |
−31.71%
2020-03-23 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||