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 Fri 2024-11-29 YTD
Return
TR
Price
DGRO
×
+22.73%
2024-11-29
3.353 TR
2024-11-29
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+19.58%
2024-11-29
5.305 TR
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+17.20%
2024-11-29
2.358 TR
2024-11-29
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2014-06-12? to Fri 2024-11-29 Overall
Return
Exponential
Trendline
DGRO
×
+235.30%
+12.25%/yr
+12.13%/yr
(R2=0.965)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+226.37%
+11.96%/yr
+12.34%/yr
(R2=0.954)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+123.80%
+8.00%/yr
+7.65%/yr
(R2=0.916)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2024-11-29 Start
Value
End
Value
DGRO
×
$10,000.00
2014-06-12
$33,530.05
2024-11-29
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$32,637.05
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2014-06-12
$22,379.99
2024-11-29
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year DGRO SCHD QYLD
2024 (YTD) +22.73% +19.58% +17.20%
2023 +10.47% +4.54% +22.79%
2022 −7.91% −3.26% −19.07%
2021 +26.64% +29.87% +10.41%
2020 +9.50% +15.03% +8.72%
2019 +29.87% +27.29% +22.70%
2018 −2.38% −5.56% −3.07%
2017 +23.00% +20.85% +18.79%
2016 +15.21% +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 Fri 2024-11-29 Current
Drawdown
Worst
Drawdown
DGRO
×
0.00% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
0.00% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
−0.79% −24.75%
2020-03-16
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund