All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2024-01-30💬 to Fri 2026-05-29 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+19.49%
2026-05-29 |
+28.89%
2026-05-29 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQI × |
+12.70%
2026-05-29 |
+30.99%
2026-05-29 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30💬 to Fri 2026-05-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+37.29%
+14.59%/yr |
+10.17%/yr
(R2=0.667) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQI × |
+60.22%
+22.45%/yr |
+19.12%/yr
(R2=0.905) |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30💬 to Fri 2026-05-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2024-01-30 |
$13,729.42
2026-05-29 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQI × |
$10,000.00
2024-01-30 |
$16,021.55
2026-05-29 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | QQQI |
|---|---|---|
| 2026 (YTD) | +19.49% | +12.70% |
| 2025 | +4.34% | +18.62% |
| 2024 | +11.66% | +19.84% |
| 2023 | +4.54% | — |
| 2022 | −3.26% | — |
| 2021 | +29.87% | — |
| 2020 | +15.03% | — |
| 2019 | +27.29% | — |
| 2018 | −5.56% | — |
| 2017 | +20.85% | — |
| 2016 | +16.45% | — |
| 2015 | −0.30% | — |
| 2014 | +11.69% | — |
| 2013 | +32.88% | — |
| 2012 | +11.39% | — |
| 2011 | +5.31% | — |
| Tue 2024-01-30💬 to Fri 2026-05-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−1.01%
from 2026-05-22 peak |
−16.13%
2025-04-08 from 2024-11-29 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQI × | — |
−20.00%
2025-04-08 from 2025-02-19 peak |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-29 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +28.89% |
+37.61% +17.32%/yr |
+54.80% +15.63%/yr |
+51.38% +8.64%/yr |
+234.93% +12.84%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQI × | +30.99% |
+50.50% +22.70%/yr |
— | — | — | |
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||