All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2016-12-14? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VT × |
+9.11%
2025-07-03 |
2.554 TRR
2025-07-03 |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
−0.07%
2025-07-03 |
3.554 TRR
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
+6.62%
2025-07-03 |
2.015 TRR
2025-07-03 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Wed 2016-12-14? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VT × |
+90.48%
+7.83%/yr |
+5.51%/yr
(R2=0.660) |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+86.82%
+7.58%/yr |
+7.94%/yr
(R2=0.815) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
+101.45%
+8.54%/yr |
+7.48%/yr
(R2=0.894) |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Wed 2016-12-14? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VT × |
$10,000.00
2016-12-14 |
$19,047.55
2025-07-03 |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2016-12-14 |
$18,681.69
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
$10,000.00
2016-12-14 |
$20,145.20
2025-07-03 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Year | VT | SCHD | DIVO |
|---|---|---|---|
| 2025 (YTD) | +9.11% | −0.07% | +6.62% |
| 2024 | +13.23% | +8.52% | +12.97% |
| 2023 | +18.09% | +1.16% | +3.48% |
| 2022 | −22.99% | −9.11% | −7.43% |
| 2021 | +10.49% | +21.32% | +14.78% |
| 2020 | +15.02% | +13.50% | +10.93% |
| 2019 | +23.98% | +24.42% | +22.10% |
| 2018 | −11.45% | −7.35% | −4.99% |
| 2017 | +21.93% | +18.36% | +18.89% |
| 2016 | +6.29% | +14.15% | −0.56% |
| 2015 | −2.58% | −1.08% | — |
| 2014 | +2.90% | +10.89% | — |
| 2013 | +21.11% | +30.89% | — |
| 2012 | +15.14% | +9.49% | — |
| 2011 | −10.18% | +5.73% | — |
| 2010 | +11.41% | — | — |
| 2009 | +29.16% | — | — |
| 2008 | −30.41% | — | — |
| Wed 2016-12-14? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VT × | 0.00% |
−34.36%
2020-03-23 |
||||
| Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × | −6.72% |
−33.50%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × | 0.00% |
−30.23%
2020-03-23 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||