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