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)

×
Wed 2020-04-29 to Fri 2025-05-02 YTD
Return
TRR
Price
VYM
×
−2.18%
2025-05-02
2.774 TRR
2025-05-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−5.20%
2025-05-02
3.371 TRR
2025-05-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Wed 2020-04-29 to Fri 2025-05-02 Overall
Return
Exponential
Trendline
VYM
×
+47.80%
+8.12%/yr
+5.94%/yr
(R2=0.572)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+44.30%
+7.60%/yr
+4.65%/yr
(R2=0.362)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2020-04-29 to Fri 2025-05-02 Start
Value
End
Value
VYM
×
$10,000.00
2020-04-29
$14,780.46
2025-05-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2020-04-29
$14,429.68
2025-05-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VYM SCHD
2025 (YTD) −2.18% −5.20%
2024 +14.30% +8.53%
2023 +3.14% +1.16%
2022 −6.50% −9.14%
2021 +17.90% +21.36%
2020 −0.21% +13.49%
2019 +21.29% +24.44%
2018 −7.68% −7.32%
2017 +14.01% +18.35%
2016 +14.66% +14.09%
2015 −0.44% −1.08%
2014 +12.69% +10.84%
2013 +28.14% +30.96%
2012 +10.78% +9.49%
2011 +7.36% +5.73%
2010 +12.55%
2009 +14.05%
2008 −31.98%
2007 −2.62%
2006 +2.75%

Drawdowns

Wed 2020-04-29 to Fri 2025-05-02 Current
Drawdown
Worst
Drawdown
VYM
×
−6.71% −20.55%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−11.51% −21.68%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund