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

Total Real Returns

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

Growth of $10,000

Thu 2011-10-20💬 to Tue 2026-09-15 Overall
Return
Exponential
Trendline
VYM
×
+298.90%
+9.73%/yr
+7.88%/yr
R2=0.944
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+344.16%
+10.52%/yr
+9.22%/yr
R2=0.952
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Tue 2026-09-15 Start
Value
End
Value
VYM
×
$10,000.00
2011-10-20
$39,889.85
2026-09-15
SCHD
×
$10,000.00
2011-10-20
$44,416.02
2026-09-15

This Year’s Performance

through 2026-09-15

  YTD YoY
VYM
×
+9.98% +13.39%
SCHD
×
+22.90% +25.89%

Drawdowns

  Current
Drawdown
Worst
Drawdown
VYM
×
−3.66%
on 2026-09-15
from 2026-08-13 peak
−35.39%
on 2020-03-23
from 2020-01-17 peak
SCHD
×
−2.70%
on 2026-09-15
from 2026-08-24 peak
−33.51%
on 2020-03-23
from 2020-01-23 peak

Rolling Returns

Period ending Tue 2026-09-15 1 yr 2 yr 3 yr 5 yr 10 yr
VYM
×
+13.39% +26.75%
+12.58%/yr
+49.25%
+14.28%/yr
+43.82%
+7.54%/yr
+118.53%
+8.13%/yr
SCHD
×
+25.89% +24.81%
+11.72%/yr
+43.16%
+12.70%/yr
+31.33%
+5.60%/yr
+146.37%
+9.44%/yr

Annual Returns

Year VYM SCHD
2026 (YTD) +9.98% +22.90%
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%