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