All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20💬 to Fri 2026-08-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+306.69%
+9.90%/yr |
+7.87%/yr
R2=0.944 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+352.48%
+10.70%/yr |
+9.22%/yr
R2=0.951 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-08-28 |
Start
Value |
End
Value |
|---|---|---|
| VYM × |
$10,000.00
2011-10-20 |
$40,669.46
2026-08-28 |
| SCHD × |
$10,000.00
2011-10-20 |
$45,248.39
2026-08-28 |
| YTD | YoY | |
|---|---|---|
| VYM × | +12.13% | +16.97% |
| SCHD × | +25.20% | +25.84% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VYM × |
−1.79%
on 2026-08-28 from 2026-08-13 peak |
−35.39%
on 2020-03-23 from 2020-01-17 peak |
| SCHD × |
−0.92%
on 2026-08-28 from 2026-08-24 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| Period ending Fri 2026-08-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VYM × | +16.97% |
+29.47% +13.78%/yr |
+53.10% +15.26%/yr |
+43.83% +7.54%/yr |
+120.29% +8.22%/yr |
| SCHD × | +25.84% |
+26.84% +12.62%/yr |
+45.34% +13.27%/yr |
+31.53% +5.63%/yr |
+147.70% +9.49%/yr |
| Year | VYM | SCHD |
|---|---|---|
| 2026 (YTD) | +12.13% | +25.20% |
| 2025 | +12.42% | +1.62% |
| 2024 | +14.30% | +8.53% |
| 2023 | +3.14% | +1.16% |
| 2022 | −6.49% | −9.13% |
| 2021 | +17.90% | +21.34% |
| 2020 | −0.21% | +13.48% |
| 2019 | +21.29% | +24.45% |
| 2018 | −7.68% | −7.33% |
| 2017 | +14.01% | +18.34% |
| 2016 | +14.66% | +14.09% |
| 2015 | −0.45% | −1.02% |
| 2014 | +12.69% | +10.85% |
| 2013 | +28.15% | +30.91% |
| 2012 | +10.77% | +9.49% |
| 2011 | +7.36% | +5.73% |
| 2010 | +12.54% | — |
| 2009 | +14.08% | — |
| 2008 | −31.98% | — |
| 2007 | −2.62% | — |
| 2006 | +2.75% | — |