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

Total Real Returns

SPY,DGRO,DIVO,SCHD: Total Return Chart (with Dividends Reinvested)

Wed 2016-12-14? to Mon 2025-02-10 YTD
Return
TR
Price
SPY
×
+3.20%
2025-02-10
24.66 TR
2025-02-10
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DGRO
×
+3.60%
2025-02-10
3.301 TR
2025-02-10
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
+4.94%
2025-02-10
2.592 TR
2025-02-10
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+1.32%
2025-02-10
5.019 TR
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Wed 2016-12-14? to Mon 2025-02-10 Overall
Return
Exponential
Trendline
SPY
×
+207.52%
+14.76%/yr
+13.42%/yr
(R2=0.925)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DGRO
×
+164.26%
+12.65%/yr
+11.74%/yr
(R2=0.934)
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
+159.23%
+12.38%/yr
+11.64%/yr
(R2=0.955)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+147.68%
+11.76%/yr
+12.43%/yr
(R2=0.914)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2016-12-14? to Mon 2025-02-10 Start
Value
End
Value
SPY
×
$10,000.00
2016-12-14
$30,751.58
2025-02-10
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DGRO
×
$10,000.00
2016-12-14
$26,425.98
2025-02-10
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2016-12-14
$25,922.54
2025-02-10
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-12-14
$24,767.58
2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPY DGRO DIVO SCHD
2025 (YTD) +3.20% +3.60% +4.94% +1.32%
2024 +24.89% +16.62% +16.22% +11.66%
2023 +26.18% +10.47% +6.95% +4.54%
2022 −18.18% −7.91% −1.46% −3.26%
2021 +28.73% +26.65% +22.88% +29.87%
2020 +18.33% +9.50% +12.41% +15.03%
2019 +31.22% +29.87% +24.90% +27.29%
2018 −4.57% −2.38% −3.18% −5.56%
2017 +21.71% +23.00% +21.42% +20.85%
2016 +12.00% +15.20% −0.56% +16.45%
2015 +1.23% −0.69% −0.30%
2014 +13.46% +8.56% +11.69%
2013 +32.31% +32.88%
2012 +15.99% +11.39%
2011 +1.89% +5.31%
2010 +15.06%
2009 +26.35%
2008 −36.79%
2007 +5.15%
2006 +15.85%
2005 +4.83%
2004 +10.69%
2003 +28.18%
2002 −21.59%
2001 −11.76%
2000 −9.74%
1999 +20.39%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.05%
1994 +0.40%
1993 +8.71%

Drawdowns

Wed 2016-12-14? to Mon 2025-02-10 Current
Drawdown
Worst
Drawdown
SPY
×
−0.80% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DGRO
×
−1.55% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
−0.75% −30.04%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
−5.39% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund