All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

DGRO,SCHD,QYLD: Total Return Chart (with Dividends Reinvested)

Thu 2014-06-12? to Mon 2025-02-10 YTD
Return
TR
Price
DGRO
×
+3.60%
2025-02-10
3.301 TR
2025-02-10
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+1.32%
2025-02-10
5.019 TR
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+3.52%
2025-02-10
2.486 TR
2025-02-10
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2014-06-12? to Mon 2025-02-10 Overall
Return
Exponential
Trendline
DGRO
×
+230.12%
+11.85%/yr
+12.14%/yr
(R2=0.967)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+208.78%
+11.15%/yr
+12.30%/yr
(R2=0.956)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+135.93%
+8.38%/yr
+7.73%/yr
(R2=0.920)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Mon 2025-02-10 Start
Value
End
Value
DGRO
×
$10,000.00
2014-06-12
$33,011.79
2025-02-10
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$30,877.69
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2014-06-12
$23,593.49
2025-02-10
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year DGRO SCHD QYLD
2025 (YTD) +3.60% +1.32% +3.52%
2024 +16.62% +11.66% +19.35%
2023 +10.47% +4.54% +22.79%
2022 −7.91% −3.26% −19.07%
2021 +26.65% +29.87% +10.41%
2020 +9.50% +15.03% +8.72%
2019 +29.87% +27.29% +22.69%
2018 −2.38% −5.56% −3.07%
2017 +23.00% +20.85% +18.79%
2016 +15.20% +16.45% +4.77%
2015 −0.69% −0.30% +7.17%
2014 +8.56% +11.69% +4.25%
2013 +32.88% +2.00%
2012 +11.39%
2011 +5.31%

Drawdowns

Thu 2014-06-12? to Mon 2025-02-10 Current
Drawdown
Worst
Drawdown
DGRO
×
−1.55% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
−5.39% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
0.00% −24.75%
2020-03-16
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund