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