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 2025-10-14 YTD
Return
TR
Price
SPLG
×
+14.07%
2025-10-14
7.911 TR
2025-10-14
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
+1.17%
2025-10-14
5.012 TR
2025-10-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-10-14 Overall
Return
Exponential
Trendline
SPLG
×
+606.35%
+15.00%/yr
+13.44%/yr
(R2=0.978)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
+401.18%
+12.22%/yr
+12.29%/yr
(R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-10-14 Start
Value
End
Value
SPLG
×
$10,000.00
2011-10-20
$70,634.63
2025-10-14
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$50,117.51
2025-10-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPLG SCHD
2025 (YTD) +14.07% +1.17%
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 2025-10-14 Current
Drawdown
Worst
Drawdown
SPLG
×
−1.60% −33.87%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHD
×
−5.53% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund