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

Tue 2022-08-30? to Mon 2026-05-18	YTD Return	1 Year Return
SCHD ×	+17.79% 2026-05-18	+25.10% 2026-05-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI ×	+6.12% 2026-05-18	+21.80% 2026-05-18
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Mon 2026-05-18	Overall Return	Exponential Trendline
SCHD ×	+51.17% +11.76%/yr	+10.21%/yr (R2=0.837)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI ×	+69.80% +15.32%/yr	+16.23%/yr (R2=0.969)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Mon 2026-05-18	Start Value	End Value
SCHD ×	$10,000.00 2022-08-30	$15,117.06 2026-05-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$16,979.52 2026-05-18
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	SPYI
2026 (YTD)	+17.79%	+6.12%
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%	—

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Drawdowns

Tue 2022-08-30? to Mon 2026-05-18	Current Drawdown	Worst Drawdown
SCHD ×	−0.09% from 2026-04-30 peak	−16.13% 2025-04-08 from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI ×	−0.70% from 2026-05-14 peak	−16.47% 2025-04-08 from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Rolling Returns

Period ending Mon 2026-05-18	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+25.10%	+29.46% +13.77%/yr	+52.42% +15.08%/yr	+49.96% +8.44%/yr	+238.09% +12.96%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI ×	+21.80%	+36.54% +16.84%/yr	+58.02% +16.47%/yr	—	—
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund