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

Total Real Returns

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

Mon 2015-10-12? to Thu 2025-08-07 YTD
Return
TR
Price
SPMO
×
+22.97%
2025-08-07
5.223 TR
2025-08-07
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHD
×
−0.23%
2025-08-07
4.942 TR
2025-08-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Mon 2015-10-12? to Thu 2025-08-07 Overall
Return
Exponential
Trendline
SPMO
×
+422.31%
+18.33%/yr
+15.91%/yr
(R2=0.918)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHD
×
+191.39%
+11.51%/yr
+12.06%/yr
(R2=0.917)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12? to Thu 2025-08-07 Start
Value
End
Value
SPMO
×
$10,000.00
2015-10-12
$52,230.73
2025-08-07
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2015-10-12
$29,138.80
2025-08-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPMO SCHD
2025 (YTD) +22.97% −0.23%
2024 +45.82% +11.66%
2023 +17.56% +4.54%
2022 −10.46% −3.26%
2021 +22.64% +29.87%
2020 +28.26% +15.03%
2019 +25.93% +27.29%
2018 −0.92% −5.56%
2017 +27.76% +20.85%
2016 +7.36% +16.45%
2015 +2.79% −0.30%
2014 +11.69%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Mon 2015-10-12? to Thu 2025-08-07 Current
Drawdown
Worst
Drawdown
SPMO
×
−0.01% −30.95%
2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHD
×
−6.84% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund