All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2022-08-30? to Wed 2025-04-16 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
−10.18%
2025-04-16 |
8.392 TR
2025-04-16 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPYI × |
−8.06%
2025-04-16 |
1.261 TR
2025-04-16 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Wed 2025-04-16 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+42.31%
+14.37%/yr |
+25.92%/yr
(R2=0.946) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPYI × |
+26.09%
+9.22%/yr |
+16.59%/yr
(R2=0.943) |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Wed 2025-04-16 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2022-08-30 |
$14,230.97
2025-04-16 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPYI × |
$10,000.00
2022-08-30 |
$12,608.79
2025-04-16 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Year | SCHX | SPYI |
---|---|---|
2025 (YTD) | −10.18% | −8.06% |
2024 | +26.46% | +19.03% |
2023 | +29.81% | +18.10% |
2022 | −19.41% | −2.45% |
2021 | +27.66% | — |
2020 | +20.81% | — |
2019 | +34.82% | — |
2018 | −3.51% | — |
2017 | +23.11% | — |
2016 | +15.34% | — |
2015 | +3.05% | — |
2014 | +15.46% | — |
2013 | +34.77% | — |
2012 | +18.88% | — |
2011 | +3.41% | — |
2010 | +17.15% | — |
2009 | +7.34% | — |
Tue 2022-08-30? to Wed 2025-04-16 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −14.25% |
−19.04%
2025-04-08 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPYI × | −11.78% |
−16.47%
2025-04-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||