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 Fri 2025-08-29 YTD
Return
TR
Price
SCHD
×
+4.13%
2025-08-29
5.158 TR
2025-08-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+9.76%
2025-08-29
1.505 TR
2025-08-29
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2025-08-29 Overall
Return
Exponential
Trendline
SCHD
×
+28.08%
+8.60%/yr
+9.48%/yr
(R2=0.766)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+50.52%
+14.61%/yr
+15.87%/yr
(R2=0.948)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2025-08-29 Start
Value
End
Value
SCHD
×
$10,000.00
2022-08-30
$12,807.69
2025-08-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$15,051.89
2025-08-29
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SCHD SPYI
2025 (YTD) +4.13% +9.76%
2024 +11.66% +19.03%
2023 +4.54% +18.10%
2022 −3.26% −2.44%
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 Fri 2025-08-29 Current
Drawdown
Worst
Drawdown
SCHD
×
−2.76% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
−0.39% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund