All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? to Tue 2025-03-18 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+2.20%
2025-03-18 |
5.062 TR
2025-03-18 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VOO × |
−4.25%
2025-03-18 |
6.675 TR
2025-03-18 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
QQQ × |
−7.18%
2025-03-18 |
10.93 TR
2025-03-18 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-03-18 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+406.24%
+12.86%/yr |
+12.51%/yr
(R2=0.975) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VOO × |
+493.33%
+14.20%/yr |
+13.38%/yr
(R2=0.977) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
QQQ × |
+846.48%
+18.25%/yr |
+18.81%/yr
(R2=0.975) |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-03-18 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$50,623.73
2025-03-18 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VOO × |
$10,000.00
2011-10-20 |
$59,333.42
2025-03-18 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
QQQ × |
$10,000.00
2011-10-20 |
$94,648.47
2025-03-18 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | VOO | QQQ |
---|---|---|---|
2025 (YTD) | +2.20% | −4.25% | −7.18% |
2024 | +11.66% | +24.98% | +25.58% |
2023 | +4.54% | +26.32% | +54.86% |
2022 | −3.26% | −18.17% | −32.58% |
2021 | +29.87% | +28.79% | +27.42% |
2020 | +15.03% | +18.32% | +48.62% |
2019 | +27.29% | +31.37% | +38.96% |
2018 | −5.56% | −4.50% | −0.13% |
2017 | +20.85% | +21.77% | +32.66% |
2016 | +16.45% | +12.17% | +7.10% |
2015 | −0.30% | +1.33% | +9.44% |
2014 | +11.69% | +13.56% | +19.18% |
2013 | +32.88% | +32.39% | +36.63% |
2012 | +11.39% | +15.99% | +18.11% |
2011 | +5.31% | +1.90% | +3.38% |
2010 | — | +14.78% | +19.91% |
2009 | — | — | +54.70% |
2008 | — | — | −41.73% |
2007 | — | — | +19.03% |
2006 | — | — | +7.14% |
2005 | — | — | +1.58% |
2004 | — | — | +10.52% |
2003 | — | — | +49.67% |
2002 | — | — | −37.37% |
2001 | — | — | −33.34% |
2000 | — | — | −36.11% |
1999 | — | — | +78.95% |
Thu 2011-10-20? to Tue 2025-03-18 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −4.57% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VOO × | −8.47% |
−33.99%
2020-03-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
QQQ × | −12.04% |
−35.12%
2022-11-03 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||