All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20💬 to Tue 2026-10-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+292.73%
+9.57%/yr |
+7.89%/yr
R2=0.945 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
+327.57%
+10.20%/yr |
+9.22%/yr
R2=0.952 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VIG × |
+313.44%
+9.95%/yr |
+9.16%/yr
R2=0.969 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Tue 2026-10-06 |
Start
Value |
End
Value |
|---|---|---|
| VYM × |
$10,000.00
2011-10-20 |
$39,273.12
2026-10-06 |
| SCHD × |
$10,000.00
2011-10-20 |
$42,757.05
2026-10-06 |
| VIG × |
$10,000.00
2011-10-20 |
$41,343.66
2026-10-06 |
| YTD | YoY | |
|---|---|---|
| VYM × | +8.28% | +10.98% |
| SCHD × | +18.31% | +20.16% |
| VIG × | +5.57% | +7.20% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VYM × |
−5.15%
on 2026-10-06 from 2026-08-13 peak |
−35.39%
on 2020-03-23 from 2020-01-17 peak |
| SCHD × |
−6.34%
on 2026-10-06 from 2026-08-24 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| VIG × |
−3.71%
on 2026-10-06 from 2026-08-13 peak |
−31.70%
on 2020-03-23 from 2020-02-14 peak |
| Period ending Tue 2026-10-06 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VYM × | +10.98% |
+21.52% +10.24%/yr |
+55.35% +15.82%/yr |
+42.11% +7.28%/yr |
+114.47% +7.93%/yr |
| SCHD × | +20.16% |
+17.39% +8.35%/yr |
+44.60% +13.08%/yr |
+27.55% +4.99%/yr |
+135.79% +8.96%/yr |
| VIG × | +7.20% |
+16.98% +8.16%/yr |
+48.02% +13.96%/yr |
+36.49% +6.42%/yr |
+147.53% +9.49%/yr |
| Year | VYM | SCHD | VIG |
|---|---|---|---|
| 2026 (YTD) | +8.28% | +18.31% | +5.57% |
| 2025 | +12.42% | +1.62% | +11.20% |
| 2024 | +14.30% | +8.53% | +13.71% |
| 2023 | +3.14% | +1.16% | +10.80% |
| 2022 | −6.49% | −9.13% | −15.29% |
| 2021 | +17.90% | +21.34% | +15.63% |
| 2020 | −0.21% | +13.48% | +13.88% |
| 2019 | +21.29% | +24.45% | +26.72% |
| 2018 | −7.68% | −7.33% | −3.91% |
| 2017 | +14.01% | +18.34% | +19.69% |
| 2016 | +14.66% | +14.09% | +9.69% |
| 2015 | −0.45% | −1.02% | −2.66% |
| 2014 | +12.69% | +10.85% | +9.26% |
| 2013 | +28.15% | +30.91% | +26.96% |
| 2012 | +10.77% | +9.49% | +9.75% |
| 2011 | +7.36% | +5.72% | +3.10% |
| 2010 | +12.54% | — | +13.05% |
| 2009 | +14.08% | — | +16.42% |
| 2008 | −31.98% | — | −26.76% |
| 2007 | −2.62% | — | +1.47% |
| 2006 | +2.75% | — | +8.30% |
