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

Total Real Returns

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

Thu 2011-10-20? to Thu 2026-04-02 YTD
Return
TRR
Price
VUG
×
−10.27%
2026-04-02
6.351 TRR
2026-04-02
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+11.13%
2026-04-02
4.017 TRR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
VUG
×
+485.70%
+13.01%/yr
+12.70%/yr
(R2=0.953)
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+301.68%
+10.10%/yr
+9.24%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02 Start
Value
End
Value
VUG
×
$10,000.00
2011-10-20
$58,570.29
2026-04-02
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$40,168.24
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VUG SCHD
2026 (YTD) −10.27% +11.13%
2025 +16.29% +1.63%
2024 +28.97% +8.54%
2023 +42.07% +1.18%
2022 −37.22% −9.14%
2021 +18.98% +21.34%
2020 +38.36% +13.45%
2019 +33.97% +24.45%
2018 −5.13% −7.32%
2017 +25.07% +18.36%
2016 +4.12% +14.07%
2015 +2.49% −1.02%
2014 +12.76% +10.84%
2013 +30.52% +30.92%
2012 +15.02% +9.50%
2011 −1.12% +5.72%
2010 +15.48%
2009 +32.52%
2008 −38.08%
2007 +8.10%
2006 +6.51%
2005 +1.53%
2004 +2.16%

Drawdowns

Thu 2011-10-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
VUG
×
−12.98% −40.05%
2022-11-03
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−3.47% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund