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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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