All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2025-08-22 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+10.80%
2025-08-22 |
7.685 TR
2025-08-22 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHX × |
+10.92%
2025-08-22 |
8.257 TR
2025-08-22 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
+4.24%
2025-08-22 |
5.164 TR
2025-08-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-08-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+586.11%
+14.93%/yr |
+13.39%/yr
(R2=0.977) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHX × |
+579.61%
+14.85%/yr |
+13.33%/yr
(R2=0.975) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
+416.38%
+12.59%/yr |
+12.34%/yr
(R2=0.974) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-08-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2011-10-20 |
$68,610.53
2025-08-22 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHX × |
$10,000.00
2011-10-20 |
$67,960.65
2025-08-22 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$51,637.81
2025-08-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SPLG | SCHX | SCHD |
|---|---|---|---|
| 2025 (YTD) | +10.80% | +10.92% | +4.24% |
| 2024 | +25.00% | +24.88% | +11.66% |
| 2023 | +26.25% | +26.84% | +4.54% |
| 2022 | −18.10% | −19.41% | −3.26% |
| 2021 | +28.78% | +26.81% | +29.87% |
| 2020 | +18.49% | +20.81% | +15.03% |
| 2019 | +31.99% | +31.22% | +27.29% |
| 2018 | −4.78% | −4.52% | −5.56% |
| 2017 | +21.30% | +21.95% | +20.85% |
| 2016 | +11.82% | +12.01% | +16.45% |
| 2015 | +1.15% | +1.05% | −0.30% |
| 2014 | +13.69% | +13.33% | +11.69% |
| 2013 | +33.17% | +32.42% | +32.88% |
| 2012 | +15.16% | +16.09% | +11.39% |
| 2011 | +1.71% | +1.54% | +5.31% |
| 2010 | +15.89% | +15.92% | — |
| 2009 | +27.23% | +7.34% | — |
| 2008 | −36.90% | — | — |
| 2007 | +5.74% | — | — |
| 2006 | +14.54% | — | — |
| 2005 | +2.08% | — | — |
| Thu 2011-10-20? to Fri 2025-08-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | 0.00% |
−33.87%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHX × | 0.00% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × | −2.66% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||