All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2016-12-14? to Tue 2025-04-29 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VT × |
−1.86%
2025-04-29 |
2.297 TRR
2025-04-29 |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
−5.82%
2025-04-29 |
3.35 TRR
2025-04-29 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
−1.77%
2025-04-29 |
1.856 TRR
2025-04-29 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Wed 2016-12-14? to Tue 2025-04-29 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VT × |
+71.31%
+6.64%/yr |
+5.42%/yr
(R2=0.640) |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
+76.12%
+6.99%/yr |
+8.13%/yr
(R2=0.818) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
+85.57%
+7.66%/yr |
+7.49%/yr
(R2=0.888) |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Wed 2016-12-14? to Tue 2025-04-29 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VT × |
$10,000.00
2016-12-14 |
$17,130.69
2025-04-29 |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2016-12-14 |
$17,612.24
2025-04-29 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
$10,000.00
2016-12-14 |
$18,557.47
2025-04-29 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Year | VT | SCHD | DIVO |
---|---|---|---|
2025 (YTD) | −1.86% | −5.82% | −1.77% |
2024 | +13.23% | +8.53% | +12.97% |
2023 | +18.07% | +1.16% | +3.48% |
2022 | −22.99% | −9.11% | −7.46% |
2021 | +10.49% | +21.31% | +14.81% |
2020 | +15.01% | +13.49% | +10.89% |
2019 | +23.99% | +24.44% | +22.12% |
2018 | −11.46% | −7.32% | −5.00% |
2017 | +21.92% | +18.35% | +18.91% |
2016 | +6.30% | +14.09% | −0.56% |
2015 | −2.58% | −1.00% | — |
2014 | +2.90% | +10.85% | — |
2013 | +21.11% | +30.88% | — |
2012 | +15.15% | +9.50% | — |
2011 | −10.19% | +5.72% | — |
2010 | +11.42% | — | — |
2009 | +29.15% | — | — |
2008 | −30.41% | — | — |
Wed 2016-12-14? to Tue 2025-04-29 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VT × | −6.12% |
−34.36%
2020-03-23 |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
SCHD × | −12.09% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × | −6.84% |
−30.26%
2020-03-23 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||