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