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

Total Real Returns

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

Thu 2011-10-20? to Thu 2025-08-28 YTD
Return
TRR
Price
VYM
×
+7.84%
2025-08-28
3.059 TRR
2025-08-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+1.16%
2025-08-28
3.598 TRR
2025-08-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-08-28 Overall
Return
Exponential
Trendline
VYM
×
+247.89%
+9.41%/yr
+7.73%/yr
(R2=0.931)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+259.76%
+9.68%/yr
+9.44%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-08-28 Start
Value
End
Value
VYM
×
$10,000.00
2011-10-20
$34,788.91
2025-08-28
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$35,975.69
2025-08-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VYM SCHD
2025 (YTD) +7.84% +1.16%
2024 +14.30% +8.52%
2023 +3.13% +1.16%
2022 −6.50% −9.14%
2021 +17.90% +21.35%
2020 −0.21% +13.49%
2019 +21.29% +24.43%
2018 −7.68% −7.32%
2017 +14.01% +18.34%
2016 +14.66% +14.07%
2015 −0.45% −1.00%
2014 +12.70% +10.84%
2013 +28.15% +30.92%
2012 +10.77% +9.49%
2011 +7.36% +5.73%
2010 +12.53%
2009 +14.10%
2008 −31.98%
2007 −2.63%
2006 +2.77%

Drawdowns

Thu 2011-10-20? to Thu 2025-08-28 Current
Drawdown
Worst
Drawdown
VYM
×
0.00% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−5.57% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund