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

Total Real Returns

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

Thu 2012-10-18💬 to Wed 2026-06-24 YTD
Return
1 Year
Return
SPHD
×
+8.15%
2026-06-24
+11.57%
2026-06-24
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
+17.54%
2026-06-24
+24.19%
2026-06-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2012-10-18💬 to Wed 2026-06-24 Overall
Return
Exponential
Trendline
SPHD
×
+242.47%
+9.42%/yr
+8.30%/yr
(R2=0.924)
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
+406.18%
+12.58%/yr
+11.93%/yr
(R2=0.973)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2012-10-18💬 to Wed 2026-06-24 Start
Value
End
Value
SPHD
×
$10,000.00
2012-10-18
$34,247.41
2026-06-24
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2012-10-18
$50,617.56
2026-06-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPHD SCHD
2026 (YTD) +8.15% +17.54%
2025 +3.41% +4.34%
2024 +18.08% +11.66%
2023 +1.32% +4.54%
2022 +0.57% −3.26%
2021 +24.98% +29.87%
2020 −9.98% +15.03%
2019 +20.26% +27.29%
2018 −6.17% −5.56%
2017 +11.90% +20.85%
2016 +22.37% +16.45%
2015 +5.18% −0.30%
2014 +19.99% +11.69%
2013 +20.81% +32.88%
2012 −3.99% +11.39%
2011 +5.31%

Drawdowns

Thu 2012-10-18💬 to Wed 2026-06-24 Current
Drawdown
Worst
Drawdown
SPHD
×
−1.95%
from 2026-03-02 peak
−41.39%
2020-03-23
from 2020-01-17 peak
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
−2.61%
from 2026-05-22 peak
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-06-24 1
Year
2
Years
3
Years
5
Years
10
Years
SPHD
×
+11.57% +21.98%
+10.45%/yr
+43.11%
+12.69%/yr
+40.63%
+7.06%/yr
+107.01%
+7.55%/yr
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
+24.19% +30.60%
+14.28%/yr
+50.30%
+14.55%/yr
+51.60%
+8.68%/yr
+230.68%
+12.70%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund