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 Thu 2025-07-03 YTD
Return
TR
Price
SPHD
×
+2.54%
2025-07-03
3.14 TR
2025-07-03
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
+2.00%
2025-07-03
5.053 TR
2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2012-10-18? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SPHD
×
+213.98%
+9.42%/yr
+8.35%/yr
(R2=0.908)
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
+320.98%
+11.98%/yr
+12.10%/yr
(R2=0.969)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2012-10-18? to Thu 2025-07-03 Start
Value
End
Value
SPHD
×
$10,000.00
2012-10-18
$31,397.97
2025-07-03
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2012-10-18
$42,098.30
2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPHD SCHD
2025 (YTD) +2.54% +2.00%
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 Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
SPHD
×
−4.01% −41.39%
2020-03-23
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
−4.75% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund