All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Fri 2026-09-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+553.51%
+13.43%/yr |
+12.24%/yr
R2=0.978 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQ × |
+1,336.47%
+19.59%/yr |
+18.97%/yr
R2=0.981 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
+722.90%
+15.20%/yr |
+13.73%/yr
R2=0.981 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-09-11 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$65,351.47
2026-09-11 |
| QQQ × |
$10,000.00
2011-10-20 |
$143,647.12
2026-09-11 |
| VOO × |
$10,000.00
2011-10-20 |
$82,290.01
2026-09-11 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +26.44% | +27.61% |
| QQQ × | +16.65% | +22.98% |
| VOO × | +12.71% | +17.58% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−3.10%
on 2026-09-11 from 2026-08-24 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| QQQ × |
−4.09%
on 2026-09-11 from 2026-06-02 peak |
−35.12%
on 2022-11-03 from 2021-12-27 peak |
| VOO × |
−1.73%
on 2026-09-11 from 2026-08-13 peak |
−33.99%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Fri 2026-09-11 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +27.61% |
+33.39% +15.49%/yr |
+54.94% +15.72%/yr |
+60.93% +9.98%/yr |
+243.40% +13.13%/yr |
| QQQ × | +22.98% |
+54.15% +24.16%/yr |
+92.95% +24.49%/yr |
+95.60% +14.36%/yr |
+571.33% +20.97%/yr |
| VOO × | +17.58% |
+41.34% +18.88%/yr |
+77.32% +21.04%/yr |
+84.13% +12.99%/yr |
+323.55% +15.53%/yr |
| Year | SCHD | QQQ | VOO |
|---|---|---|---|
| 2026 (YTD) | +26.44% | +16.65% | +12.71% |
| 2025 | +4.34% | +20.77% | +17.82% |
| 2024 | +11.66% | +25.58% | +24.98% |
| 2023 | +4.54% | +54.86% | +26.32% |
| 2022 | −3.26% | −32.58% | −18.17% |
| 2021 | +29.87% | +27.42% | +28.79% |
| 2020 | +15.03% | +48.62% | +18.32% |
| 2019 | +27.29% | +38.96% | +31.37% |
| 2018 | −5.56% | −0.13% | −4.50% |
| 2017 | +20.85% | +32.66% | +21.77% |
| 2016 | +16.45% | +7.10% | +12.17% |
| 2015 | −0.30% | +9.44% | +1.33% |
| 2014 | +11.69% | +19.18% | +13.56% |
| 2013 | +32.88% | +36.63% | +32.39% |
| 2012 | +11.39% | +18.11% | +15.99% |
| 2011 | +5.31% | +3.38% | +1.90% |
| 2010 | — | +19.91% | +14.78% |
| 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% | — |
