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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-06-03 YTD
Return
TR
Price
QQQ
×
+3.30%
2025-06-03
12.17 TR
2025-06-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
−2.35%
2025-06-03
4.837 TR
2025-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-06-03 Overall
Return
Exponential
Trendline
QQQ
×
+953.28%
+18.87%/yr
+18.74%/yr
(R2=0.976)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
+383.73%
+12.27%/yr
+12.42%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-06-03 Start
Value
End
Value
QQQ
×
$10,000.00
2011-10-20
$105,328.34
2025-06-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$48,372.64
2025-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year QQQ SCHD
2025 (YTD) +3.30% −2.35%
2024 +25.58% +11.66%
2023 +54.86% +4.54%
2022 −32.58% −3.26%
2021 +27.42% +29.87%
2020 +48.62% +15.03%
2019 +38.96% +27.29%
2018 −0.13% −5.56%
2017 +32.66% +20.85%
2016 +7.10% +16.45%
2015 +9.44% −0.30%
2014 +19.18% +11.69%
2013 +36.63% +32.88%
2012 +18.11% +11.39%
2011 +3.38% +5.31%
2010 +19.91%
2009 +54.70%
2008 −41.73%
2007 +19.03%
2006 +7.14%
2005 +1.58%
2004 +10.52%
2003 +49.67%
2002 −37.37%
2001 −33.34%
2000 −36.11%
1999 +78.95%

Drawdowns

Thu 2011-10-20? to Tue 2025-06-03 Current
Drawdown
Worst
Drawdown
QQQ
×
−2.12% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
−8.81% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund