All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? to Tue 2025-09-02 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SPLG × |
+9.97%
2025-09-02 |
7.627 TR
2025-09-02 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
+3.83%
2025-09-02 |
5.143 TR
2025-09-02 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-09-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPLG × |
+580.95%
+14.83%/yr |
+13.39%/yr
(R2=0.977) |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
+414.35%
+12.53%/yr |
+12.34%/yr
(R2=0.974) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-09-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPLG × |
$10,000.00
2011-10-20 |
$68,095.34
2025-09-02 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$51,434.59
2025-09-02 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SPLG | SCHD |
---|---|---|
2025 (YTD) | +9.97% | +3.83% |
2024 | +25.00% | +11.66% |
2023 | +26.25% | +4.54% |
2022 | −18.10% | −3.26% |
2021 | +28.78% | +29.87% |
2020 | +18.49% | +15.03% |
2019 | +31.99% | +27.29% |
2018 | −4.78% | −5.56% |
2017 | +21.30% | +20.85% |
2016 | +11.82% | +16.45% |
2015 | +1.15% | −0.30% |
2014 | +13.69% | +11.69% |
2013 | +33.17% | +32.88% |
2012 | +15.16% | +11.39% |
2011 | +1.71% | +5.31% |
2010 | +15.89% | — |
2009 | +27.23% | — |
2008 | −36.90% | — |
2007 | +5.74% | — |
2006 | +14.54% | — |
2005 | +2.08% | — |
Thu 2011-10-20? to Tue 2025-09-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPLG × | −1.34% |
−33.87%
2020-03-23 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × | −3.04% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||