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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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