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

Total Real Returns

VOOV,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Tue 2025-07-15 YTD
Return
TRR
Price
VOOV
×
+1.15%
2025-07-15
3.497 TRR
2025-07-15
Vanguard S&P 500 Value Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−2.04%
2025-07-15
3.483 TRR
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
VOOV
×
+239.07%
+9.30%/yr
+7.85%/yr
(R2=0.935)
Vanguard S&P 500 Value Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+248.33%
+9.51%/yr
+9.49%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-07-15 Start
Value
End
Value
VOOV
×
$10,000.00
2011-10-20
$33,906.81
2025-07-15
Vanguard S&P 500 Value Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,832.77
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VOOV SCHD
2025 (YTD) +1.15% −2.04%
2024 +9.06% +8.50%
2023 +18.20% +1.16%
2022 −11.12% −9.13%
2021 +16.67% +21.36%
2020 −0.14% +13.47%
2019 +28.81% +24.42%
2018 −10.79% −7.33%
2017 +12.88% +18.39%
2016 +14.86% +14.03%
2015 −3.87% −1.00%
2014 +11.27% +10.86%
2013 +29.92% +30.91%
2012 +15.00% +9.50%
2011 −3.00% +5.72%
2010 +12.14%

Drawdowns

Thu 2011-10-20? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
VOOV
×
−5.86% −37.48%
2020-03-23
Vanguard S&P 500 Value Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−8.57% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund