All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Mon 2025-03-31 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VOO × |
−5.56%
2025-03-31 |
4.555 TRR
2025-03-31 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
+1.90%
2025-03-31 |
3.624 TRR
2025-03-31 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-03-31 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VOO × |
+320.17%
+11.27%/yr |
+10.52%/yr
(R2=0.956) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
+262.41%
+10.05%/yr |
+9.67%/yr
(R2=0.950) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-03-31 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VOO × |
$10,000.00
2011-10-20 |
$42,017.01
2025-03-31 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$36,241.09
2025-03-31 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | VOO | SCHD |
---|---|---|
2025 (YTD) | −5.56% | +1.90% |
2024 | +21.48% | +8.54% |
2023 | +22.23% | +1.16% |
2022 | −23.14% | −9.13% |
2021 | +20.33% | +21.31% |
2020 | +16.73% | +13.46% |
2019 | +28.43% | +24.49% |
2018 | −6.29% | −7.33% |
2017 | +19.25% | +18.31% |
2016 | +9.89% | +14.11% |
2015 | +0.59% | −1.00% |
2014 | +12.70% | +10.86% |
2013 | +30.43% | +30.89% |
2012 | +14.01% | +9.49% |
2011 | −1.04% | +5.73% |
2010 | +14.35% | — |
Thu 2011-10-20? to Mon 2025-03-31 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VOO × | −8.86% |
−33.95%
2020-03-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × | −4.87% |
−33.55%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||