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 2026-05-14 YTD
Return
TRR
Price
VYM
×
+7.08%
2026-05-14
3.414 TRR
2026-05-14
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+13.60%
2026-05-14
4.106 TRR
2026-05-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-05-14 Overall
Return
Exponential
Trendline
VYM
×
+288.37%
+9.76%/yr
+7.81%/yr
(R2=0.940)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+310.55%
+10.18%/yr
+9.23%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-05-14 Start
Value
End
Value
VYM
×
$10,000.00
2011-10-20
$38,837.41
2026-05-14
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$41,055.05
2026-05-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VYM SCHD
2026 (YTD) +7.08% +13.60%
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% +18.35%
2016 +14.66% +14.09%
2015 −0.45% −1.02%
2014 +12.69% +10.85%
2013 +28.15% +30.91%
2012 +10.77% +9.50%
2011 +7.36% +5.72%
2010 +12.54%
2009 +14.08%
2008 −31.98%
2007 −2.62%
2006 +2.75%

Drawdowns

Thu 2011-10-20? to Thu 2026-05-14 Current
Drawdown
Worst
Drawdown
VYM
×
−1.25% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−1.30% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-05-14 1
Year
2
Years
3
Years
5
Years
10
Years
VYM
×
+21.70% +29.87%
+13.97%/yr
+51.01%
+14.69%/yr
+36.24%
+6.38%/yr
+122.08%
+8.30%/yr
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+22.31% +21.48%
+10.23%/yr
+38.66%
+11.49%/yr
+18.37%
+3.43%/yr
+139.52%
+9.13%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund