All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2022-08-30? to Wed 2025-10-15 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+0.84%
2025-10-15 |
4.995 TR
2025-10-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × |
+12.62%
2025-10-15 |
1.544 TR
2025-10-15 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Wed 2025-10-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+24.02%
+7.13%/yr |
+9.28%/yr
(R2=0.778) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × |
+54.44%
+14.91%/yr |
+16.05%/yr
(R2=0.954) |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Wed 2025-10-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2022-08-30 |
$12,402.45
2025-10-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × |
$10,000.00
2022-08-30 |
$15,444.14
2025-10-15 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Year | SCHD | SPYI |
---|---|---|
2025 (YTD) | +0.84% | +12.62% |
2024 | +11.66% | +19.03% |
2023 | +4.54% | +18.10% |
2022 | −3.26% | −2.45% |
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 2022-08-30? to Wed 2025-10-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −5.84% |
−16.13%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × | −0.80% |
−16.47%
2025-04-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||