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

Total Real Returns

ISPY,SCHD: Total Return Chart (with Dividends Reinvested)

Wed 2023-12-20? to Tue 2025-08-05 YTD
Return
TR
Price
ISPY
×
+4.13%
2025-08-05
1.285 TR
2025-08-05
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SCHD
×
−0.27%
2025-08-05
4.94 TR
2025-08-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Wed 2023-12-20? to Tue 2025-08-05 Overall
Return
Exponential
Trendline
ISPY
×
+28.48%
+16.66%/yr
+13.14%/yr
(R2=0.655)
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SCHD
×
+13.29%
+7.98%/yr
+7.30%/yr
(R2=0.433)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2023-12-20? to Tue 2025-08-05 Start
Value
End
Value
ISPY
×
$10,000.00
2023-12-20
$12,848.27
2025-08-05
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2023-12-20
$11,329.16
2025-08-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year ISPY SCHD
2025 (YTD) +4.13% −0.27%
2024 +21.38% +11.66%
2023 +1.65% +4.54%
2022 −3.26%
2021 +29.87%
2020 +15.03%
2019 +27.29%
2018 −5.56%
2017 +20.85%
2016 +16.45%
2015 −0.30%
2014 +11.69%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Wed 2023-12-20? to Tue 2025-08-05 Current
Drawdown
Worst
Drawdown
ISPY
×
−2.06% −16.88%
2025-04-08
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SCHD
×
−6.87% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund