All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2013-05-22? to Thu 2026-04-02 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| IVV × |
−3.54%
2026-04-02 |
7.481 TR
2026-04-02 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHX × |
−3.63%
2026-04-02 |
8.426 TR
2026-04-02 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| DGRW × |
−1.26%
2026-04-02 |
4.57 TR
2026-04-02 |
||||
| WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
| Wed 2013-05-22? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IVV × |
+397.96%
+13.29%/yr |
+13.29%/yr
(R2=0.973) |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHX × |
+391.20%
+13.17%/yr |
+13.18%/yr
(R2=0.971) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| DGRW × |
+356.99%
+12.54%/yr |
+12.91%/yr
(R2=0.984) |
||||
| WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
| Wed 2013-05-22? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| IVV × |
$10,000.00
2013-05-22 |
$49,795.59
2026-04-02 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHX × |
$10,000.00
2013-05-22 |
$49,119.61
2026-04-02 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| DGRW × |
$10,000.00
2013-05-22 |
$45,698.69
2026-04-02 |
||||
| WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||
| Year | IVV | SCHX | DGRW |
|---|---|---|---|
| 2026 (YTD) | −3.54% | −3.63% | −1.26% |
| 2025 | +17.85% | +17.46% | +12.17% |
| 2024 | +24.93% | +24.88% | +16.98% |
| 2023 | +26.31% | +26.84% | +18.66% |
| 2022 | −18.16% | −19.41% | −6.33% |
| 2021 | +28.76% | +26.81% | +24.46% |
| 2020 | +18.40% | +20.81% | +13.86% |
| 2019 | +31.25% | +31.22% | +29.55% |
| 2018 | −4.49% | −4.52% | −5.38% |
| 2017 | +21.75% | +21.95% | +26.93% |
| 2016 | +12.15% | +12.01% | +12.10% |
| 2015 | +1.28% | +1.05% | −0.26% |
| 2014 | +13.57% | +13.33% | +13.74% |
| 2013 | +32.31% | +32.42% | +13.17% |
| 2012 | +16.06% | +16.09% | — |
| 2011 | +1.88% | +1.55% | — |
| 2010 | +15.10% | +15.92% | — |
| 2009 | +26.61% | +7.34% | — |
| 2008 | −37.01% | — | — |
| 2007 | +5.29% | — | — |
| 2006 | +15.94% | — | — |
| 2005 | +4.87% | — | — |
| 2004 | +10.79% | — | — |
| 2003 | +28.46% | — | — |
| 2002 | −21.53% | — | — |
| 2001 | −11.95% | — | — |
| 2000 | −6.08% | — | — |
| Wed 2013-05-22? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| IVV × | −5.44% |
−33.90%
2020-03-23 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHX × | −5.59% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| DGRW × | −5.72% |
−32.04%
2020-03-23 |
||||
| WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund | ||||||