All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2022-08-30? to Wed 2026-04-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+12.17%
2026-04-01 |
5.798 TR
2026-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPYI × |
−2.59%
2026-04-01 |
1.559 TR
2026-04-01 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Wed 2026-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+43.95%
+10.69%/yr |
+9.77%/yr
(R2=0.823) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPYI × |
+55.86%
+13.17%/yr |
+16.24%/yr
(R2=0.967) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Wed 2026-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-08-30 |
$14,395.18
2026-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2022-08-30 |
$15,586.25
2026-04-01 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | SPYI |
|---|---|---|
| 2026 (YTD) | +12.17% | −2.59% |
| 2025 | +4.34% | +16.67% |
| 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 2026-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −3.43% |
−16.13%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPYI × | −4.50% |
−16.47%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||