All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2024-02-22? to Fri 2025-08-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−1.61%
2025-08-01 |
4.874 TR
2025-08-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
+6.20%
2025-08-01 |
10.71 TR
2025-08-01 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SPMO × |
+19.64%
2025-08-01 |
5.082 TR
2025-08-01 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| MSTY × |
+20.94%
2025-08-01 |
3.631 TR
2025-08-01 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+7.50%
+5.15%/yr |
+5.86%/yr
(R2=0.279) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
+30.74%
+20.46%/yr |
+16.82%/yr
(R2=0.585) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SPMO × |
+49.48%
+32.20%/yr |
+26.84%/yr
(R2=0.820) |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| MSTY × |
+263.06%
+144.82%/yr |
+111.83%/yr
(R2=0.799) |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2024-02-22 |
$10,749.97
2025-08-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
$10,000.00
2024-02-22 |
$13,073.86
2025-08-01 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SPMO × |
$10,000.00
2024-02-22 |
$14,947.87
2025-08-01 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| MSTY × |
$10,000.00
2024-02-22 |
$36,305.64
2025-08-01 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Year | SCHD | SCHG | SPMO | MSTY |
|---|---|---|---|---|
| 2025 (YTD) | −1.61% | +6.20% | +19.64% | +20.94% |
| 2024 | +11.66% | +34.96% | +45.82% | +200.20% |
| 2023 | +4.54% | +50.10% | +17.56% | — |
| 2022 | −3.26% | −31.80% | −10.46% | — |
| 2021 | +29.87% | +28.11% | +22.64% | — |
| 2020 | +15.03% | +39.14% | +28.26% | — |
| 2019 | +27.29% | +36.02% | +25.93% | — |
| 2018 | −5.56% | −1.36% | −0.92% | — |
| 2017 | +20.85% | +28.05% | +27.76% | — |
| 2016 | +16.45% | +6.82% | +7.36% | — |
| 2015 | −0.30% | +3.24% | +2.79% | — |
| 2014 | +11.69% | +15.80% | — | — |
| 2013 | +32.88% | +34.04% | — | — |
| 2012 | +11.39% | +16.88% | — | — |
| 2011 | +5.31% | −0.74% | — | — |
| 2010 | — | +16.85% | — | — |
| 2009 | — | +2.70% | — | — |
| Thu 2024-02-22? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −8.13% |
−16.13%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × | −2.51% |
−23.39%
2025-04-08 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SPMO × | −2.13% |
−20.13%
2025-04-04 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| MSTY × | −17.01% |
−40.82%
2025-03-10 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||