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

Total Real Returns

SCHD,VTI,QQQ,VOO: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Thu 2025-07-03 YTD
Return
TR
Price
SCHD
×
+2.00%
2025-07-03
5.053 TR
2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
+6.98%
2025-07-03
8.245 TR
2025-07-03
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
QQQ
×
+9.08%
2025-07-03
12.85 TR
2025-07-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+7.46%
2025-07-03
7.491 TR
2025-07-03
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SCHD
×
+405.29%
+12.55%/yr
+12.39%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
+532.92%
+14.41%/yr
+12.91%/yr
(R2=0.973)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
QQQ
×
+1,012.30%
+19.22%/yr
+18.74%/yr
(R2=0.976)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+565.89%
+14.84%/yr
+13.38%/yr
(R2=0.978)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-07-03 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$50,529.31
2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
$10,000.00
2011-10-20
$63,291.84
2025-07-03
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$111,229.99
2025-07-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2011-10-20
$66,588.80
2025-07-03
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SCHD VTI QQQ VOO
2025 (YTD) +2.00% +6.98% +9.08% +7.46%
2024 +11.66% +23.81% +25.58% +24.98%
2023 +4.54% +26.05% +54.86% +26.32%
2022 −3.26% −19.52% −32.58% −18.17%
2021 +29.87% +25.68% +27.42% +28.79%
2020 +15.03% +21.08% +48.62% +18.32%
2019 +27.29% +30.67% +38.96% +31.37%
2018 −5.56% −5.23% −0.13% −4.50%
2017 +20.85% +21.21% +32.66% +21.77%
2016 +16.45% +12.82% +7.10% +12.17%
2015 −0.30% +0.36% +9.44% +1.33%
2014 +11.69% +12.55% +19.18% +13.56%
2013 +32.88% +33.45% +36.63% +32.39%
2012 +11.39% +16.45% +18.11% +15.99%
2011 +5.31% +0.97% +3.38% +1.90%
2010 +17.43% +19.91% +14.78%
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%

Drawdowns

Thu 2011-10-20? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
SCHD
×
−4.75% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VTI
×
0.00% −35.00%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
QQQ
×
0.00% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
0.00% −33.99%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund