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 2026-03-19 YTD
Return
TRR
Price
VYM
×
+1.78%
2026-03-19
3.245 TRR
2026-03-19
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+10.43%
2026-03-19
3.991 TRR
2026-03-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-03-19 Overall
Return
Exponential
Trendline
VYM
×
+269.14%
+9.49%/yr
+7.79%/yr
(R2=0.939)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+299.09%
+10.08%/yr
+9.25%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-03-19 Start
Value
End
Value
VYM
×
$10,000.00
2011-10-20
$36,914.41
2026-03-19
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$39,908.68
2026-03-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VYM SCHD
2026 (YTD) +1.78% +10.43%
2025 +12.42% +1.61%
2024 +14.30% +8.52%
2023 +3.14% +1.17%
2022 −6.49% −9.11%
2021 +17.89% +21.31%
2020 −0.21% +13.51%
2019 +21.29% +24.39%
2018 −7.68% −7.32%
2017 +14.01% +18.36%
2016 +14.67% +14.13%
2015 −0.45% −1.09%
2014 +12.69% +10.84%
2013 +28.15% +30.96%
2012 +10.79% +9.50%
2011 +7.35% +5.71%
2010 +12.55%
2009 +14.06%
2008 −31.97%
2007 −2.63%
2006 +2.75%

Drawdowns

Thu 2011-10-20? to Thu 2026-03-19 Current
Drawdown
Worst
Drawdown
VYM
×
−6.14% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−4.11% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund