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 | ||||||
VTI × |
−4.67%
2025-03-18 |
7.347 TR
2025-03-18 |
||||
Vanguard Total Stock Market Index Fund ETF Shares 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 | ||||||
VTI × |
+463.97%
+13.77%/yr |
+12.93%/yr
(R2=0.971) |
||||
Vanguard Total Stock Market Index Fund ETF Shares 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 | ||||||
VTI × |
$10,000.00
2011-10-20 |
$56,396.94
2025-03-18 |
||||
Vanguard Total Stock Market Index Fund ETF Shares 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 | VTI | QQQ |
---|---|---|---|
2025 (YTD) | +2.20% | −4.67% | −7.18% |
2024 | +11.66% | +23.81% | +25.58% |
2023 | +4.54% | +26.05% | +54.86% |
2022 | −3.26% | −19.52% | −32.58% |
2021 | +29.87% | +25.68% | +27.42% |
2020 | +15.03% | +21.08% | +48.62% |
2019 | +27.29% | +30.67% | +38.96% |
2018 | −5.56% | −5.23% | −0.13% |
2017 | +20.85% | +21.21% | +32.66% |
2016 | +16.45% | +12.82% | +7.10% |
2015 | −0.30% | +0.36% | +9.44% |
2014 | +11.69% | +12.55% | +19.18% |
2013 | +32.88% | +33.45% | +36.63% |
2012 | +11.39% | +16.45% | +18.11% |
2011 | +5.31% | +0.97% | +3.38% |
2010 | — | +17.43% | +19.91% |
2009 | — | +28.90% | +54.70% |
2008 | — | −36.99% | −41.73% |
2007 | — | +5.37% | +19.03% |
2006 | — | +15.70% | +7.14% |
2005 | — | +6.30% | +1.58% |
2004 | — | +12.78% | +10.52% |
2003 | — | +30.74% | +49.67% |
2002 | — | −20.48% | −37.37% |
2001 | — | −7.29% | −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 | ||||||
VTI × | −8.86% |
−35.00%
2020-03-23 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
QQQ × | −12.04% |
−35.12%
2022-11-03 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||