All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+537.62%
+13.37%/yr |
+12.21%/yr
R2=0.977 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQ × |
+1,274.88%
+19.43%/yr |
+18.94%/yr
R2=0.981 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
+695.47%
+15.09%/yr |
+13.69%/yr
R2=0.981 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$63,761.73
2026-07-24 |
| QQQ × |
$10,000.00
2011-10-20 |
$137,488.35
2026-07-24 |
| VOO × |
$10,000.00
2011-10-20 |
$79,546.85
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +23.36% | +26.51% |
| QQQ × | +11.65% | +21.68% |
| VOO × | +8.95% | +17.81% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
—
on 2026-07-24 |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| QQQ × |
−8.20%
on 2026-07-24 from 2026-06-02 peak |
−35.12%
on 2022-11-03 from 2021-12-27 peak |
| VOO × |
−2.45%
on 2026-07-24 from 2026-06-02 peak |
−33.99%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +26.51% |
+33.13% +15.38%/yr |
+47.91% +13.94%/yr |
+57.47% +9.51%/yr |
+224.98% +12.51%/yr |
| QQQ × | +21.68% |
+49.21% +22.15%/yr |
+85.04% +22.77%/yr |
+91.47% +13.87%/yr |
+546.11% +20.51%/yr |
| VOO × | +17.81% |
+39.97% +18.31%/yr |
+69.25% +19.17%/yr |
+80.28% +12.51%/yr |
+301.93% +14.93%/yr |
| Year | SCHD | QQQ | VOO |
|---|---|---|---|
| 2026 (YTD) | +23.36% | +11.65% | +8.95% |
| 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% | — |
