All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2012-10-18💬 to Fri 2026-05-29 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SPHD × |
+5.61%
2026-05-29 |
+9.65%
2026-05-29 |
||||
| Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund | ||||||
| SCHD × |
+19.49%
2026-05-29 |
+28.89%
2026-05-29 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2012-10-18💬 to Fri 2026-05-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPHD × |
+234.42%
+9.28%/yr |
+8.31%/yr
(R2=0.923) |
||||
| Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund | ||||||
| SCHD × |
+414.53%
+12.79%/yr |
+11.93%/yr
(R2=0.973) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2012-10-18💬 to Fri 2026-05-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPHD × |
$10,000.00
2012-10-18 |
$33,442.45
2026-05-29 |
||||
| Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2012-10-18 |
$51,452.54
2026-05-29 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SPHD | SCHD |
|---|---|---|
| 2026 (YTD) | +5.61% | +19.49% |
| 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 Fri 2026-05-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPHD × |
−4.26%
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 × |
−1.01%
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 Fri 2026-05-29 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SPHD × | +9.65% |
+23.47% +11.12%/yr |
+43.17% +12.67%/yr |
+34.68% +6.13%/yr |
+103.57% +7.36%/yr |
|
| Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund | ||||||
| SCHD × | +28.89% |
+37.61% +17.32%/yr |
+54.80% +15.63%/yr |
+51.38% +8.64%/yr |
+234.93% +12.84%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||