All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SPY,SCHD,VYM,VIG,DGRO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2014-06-12💬 to Fri 2026-06-12 YTD
Return
1 Year
Return
SPY
×
+5.33%
2026-06-12
+19.21%
2026-06-12
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
SCHD
×
+16.45%
2026-06-12
+20.95%
2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
+8.51%
2026-06-12
+19.61%
2026-06-12
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
VIG
×
+3.98%
2026-06-12
+13.42%
2026-06-12
Vanguard Dividend Appreciation Index Fund ETF Shares NYSE Exchange-Traded Fund
DGRO
×
+6.09%
2026-06-12
+17.28%
2026-06-12
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund

Returns

Thu 2014-06-12💬 to Fri 2026-06-12 Overall
Return
Exponential
Trendline
SPY
×
+233.29%
+10.55%/yr
+9.98%/yr
(R2=0.942)
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
SCHD
×
+172.05%
+8.70%/yr
+8.40%/yr
(R2=0.921)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
+150.09%
+7.94%/yr
+6.79%/yr
(R2=0.924)
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
VIG
×
+173.56%
+8.75%/yr
+8.72%/yr
(R2=0.948)
Vanguard Dividend Appreciation Index Fund ETF Shares NYSE Exchange-Traded Fund
DGRO
×
+187.33%
+9.19%/yr
+8.70%/yr
(R2=0.942)
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12💬 to Fri 2026-06-12 Start
Value
End
Value
SPY
×
$10,000.00
2014-06-12
$33,329.04
2026-06-12
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$27,205.05
2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
$10,000.00
2014-06-12
$25,009.09
2026-06-12
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
VIG
×
$10,000.00
2014-06-12
$27,355.74
2026-06-12
Vanguard Dividend Appreciation Index Fund ETF Shares NYSE Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$28,733.33
2026-06-12
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund

Annual Returns

Year SPY SCHD VYM VIG DGRO
2026 (YTD) +5.33% +16.45% +8.51% +3.98% +6.09%
2025 +14.65% +1.62% +12.42% +11.20% +12.68%
2024 +21.39% +8.53% +14.30% +13.71% +13.35%
2023 +22.09% +1.16% +3.14% +10.80% +6.89%
2022 −23.15% −9.13% −6.49% −15.29% −13.50%
2021 +20.27% +21.34% +17.90% +15.63% +18.32%
2020 +16.74% +13.48% −0.21% +13.88% +8.03%
2019 +28.29% +24.45% +21.29% +26.72% +26.97%
2018 −6.35% −7.33% −7.68% −3.91% −4.21%
2017 +19.19% +18.35% +14.01% +19.69% +20.46%
2016 +9.73% +14.09% +14.66% +9.69% +12.87%
2015 +0.50% −1.02% −0.45% −2.66% −1.42%
2014 +12.61% +10.85% +12.69% +9.26% +10.07%
2013 +30.35% +30.91% +28.15% +26.96%
2012 +14.01% +9.50% +10.77% +9.75%
2011 −1.04% +5.72% +7.36% +3.10%
2010 +13.36% +12.54% +13.05%
2009 +23.01% +14.08% +16.42%
2008 −36.85% −31.98% −26.76%
2007 +1.01% −2.62% +1.47%
2006 +13.00% +2.75% +8.30%
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%

Drawdowns

Thu 2014-06-12💬 to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
SPY
×
−2.45%
from 2026-06-02 peak
−33.67%
2020-03-23
from 2020-02-19 peak
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
SCHD
×
−0.41%
from 2026-05-22 peak
−33.51%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
−0.63%
from 2026-06-02 peak
−35.39%
2020-03-23
from 2020-01-17 peak
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
VIG
×
−0.42%
from 2026-06-04 peak
−31.70%
2020-03-23
from 2020-02-14 peak
Vanguard Dividend Appreciation Index Fund ETF Shares NYSE Exchange-Traded Fund
DGRO
×
−35.10%
2020-03-23
from 2020-02-12 peak
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
SPY
×
+19.21% +31.38%
+14.62%/yr
+61.25%
+17.26%/yr
+50.66%
+8.54%/yr
+197.87%
+11.53%/yr
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
SCHD
×
+20.95% +28.29%
+13.26%/yr
+38.44%
+11.45%/yr
+22.34%
+4.11%/yr
+139.55%
+9.13%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM
×
+19.61% +33.77%
+15.66%/yr
+50.43%
+14.58%/yr
+39.26%
+6.85%/yr
+119.66%
+8.19%/yr
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
VIG
×
+13.42% +25.22%
+11.90%/yr
+42.29%
+12.48%/yr
+34.07%
+6.04%/yr
+146.77%
+9.45%/yr
Vanguard Dividend Appreciation Index Fund ETF Shares NYSE Exchange-Traded Fund
DGRO
×
+17.28% +29.09%
+13.62%/yr
+45.23%
+13.24%/yr
+34.55%
+6.12%/yr
+152.13%
+9.69%/yr
iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund