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

Total Real Returns

SPLG,SCHD: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Tue 2025-04-01 YTD
Return
TR
Price
SPLG
×
−3.97%
2025-04-01
6.66 TR
2025-04-01
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
+2.93%
2025-04-01
5.099 TR
2025-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-04-01 Overall
Return
Exponential
Trendline
SPLG
×
+494.65%
+14.18%/yr
+13.35%/yr
(R2=0.976)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
+409.89%
+12.88%/yr
+12.52%/yr
(R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-04-01 Start
Value
End
Value
SPLG
×
$10,000.00
2011-10-20
$59,464.91
2025-04-01
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$50,988.86
2025-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPLG SCHD
2025 (YTD) −3.97% +2.93%
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 +2.07%

Drawdowns

Thu 2011-10-20? to Tue 2025-04-01 Current
Drawdown
Worst
Drawdown
SPLG
×
−8.18% −33.87%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
−3.88% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund