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

Total Real Returns

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

Thu 2024-02-29? to Thu 2025-04-24 YTD
Return
TR
Price
SCHD
×
−5.04%
2025-04-24
4.704 TR
2025-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ULTY
×
−12.87%
2025-04-24
0.876 TR
2025-04-24
Tidal Trust II Exchange-Traded Fund

Returns

Thu 2024-02-29? to Thu 2025-04-24 Overall
Return
Exponential
Trendline
SCHD
×
+3.96%
+3.44%/yr
+10.18%/yr
(R2=0.450)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ULTY
×
−12.40%
−10.87%/yr
−0.23%/yr
(R2=0.000)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Thu 2025-04-24 Start
Value
End
Value
SCHD
×
$10,000.00
2024-02-29
$10,396.45
2025-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$8,760.29
2025-04-24
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year SCHD ULTY
2025 (YTD) −5.04% −12.87%
2024 +11.66% +0.54%
2023 +4.54%
2022 −3.26%
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

Thu 2024-02-29? to Thu 2025-04-24 Current
Drawdown
Worst
Drawdown
SCHD
×
−11.33% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ULTY
×
−18.07% −26.85%
2025-04-08
Tidal Trust II Exchange-Traded Fund