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

Total Real Returns

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

Thu 2011-10-20? to Thu 2025-08-07 YTD
Return
TR
Price
QQQ
×
+11.64%
2025-08-07
13.15 TR
2025-08-07
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG
×
+8.51%
2025-08-07
10.94 TR
2025-08-07
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−0.23%
2025-08-07
4.942 TR
2025-08-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-08-07 Overall
Return
Exponential
Trendline
QQQ
×
+1,038.34%
+19.27%/yr
+18.75%/yr
(R2=0.977)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG
×
+840.25%
+17.63%/yr
+16.30%/yr
(R2=0.971)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+394.21%
+12.28%/yr
+12.35%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-08-07 Start
Value
End
Value
QQQ
×
$10,000.00
2011-10-20
$113,833.66
2025-08-07
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$94,024.55
2025-08-07
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$49,420.81
2025-08-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year QQQ SCHG SCHD
2025 (YTD) +11.64% +8.51% −0.23%
2024 +25.58% +34.96% +11.66%
2023 +54.86% +50.10% +4.54%
2022 −32.58% −31.80% −3.26%
2021 +27.42% +28.11% +29.87%
2020 +48.62% +39.14% +15.03%
2019 +38.96% +36.02% +27.29%
2018 −0.13% −1.36% −5.56%
2017 +32.66% +28.05% +20.85%
2016 +7.10% +6.82% +16.45%
2015 +9.44% +3.24% −0.30%
2014 +19.18% +15.80% +11.69%
2013 +36.63% +34.04% +32.88%
2012 +18.11% +16.88% +11.39%
2011 +3.38% −0.74% +5.31%
2010 +19.91% +16.85%
2009 +54.70% +2.70%
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 Thu 2025-08-07 Current
Drawdown
Worst
Drawdown
QQQ
×
0.00% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHG
×
−0.40% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−6.84% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund