SPY,QQQ,SCHD,QQQI,SPYI: Total Return Chart (with Dividends Reinvested)

Tue 2024-01-30? to Fri 2026-05-15	YTD Return	TR Price
SPY ×	+8.69% 2026-05-15	30.57 TR 2026-05-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+15.55% 2026-05-15	16.44 TR 2026-05-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	+16.62% 2026-05-15	6.027 TR 2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQI ×	+9.80% 2026-05-15	1.561 TR 2026-05-15
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+6.10% 2026-05-15	1.698 TR 2026-05-15
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

---

Returns

Tue 2024-01-30? to Fri 2026-05-15	Overall Return	Exponential Trendline
SPY ×	+54.72% +21.01%/yr	+17.49%/yr (R2=0.887)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+68.74% +25.68%/yr	+20.57%/yr (R2=0.861)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	+34.00% +13.64%/yr	+9.76%/yr (R2=0.654)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQI ×	+56.09% +21.48%/yr	+18.86%/yr (R2=0.902)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+43.70% +17.17%/yr	+15.39%/yr (R2=0.907)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

---

Growth of $10,000

Tue 2024-01-30? to Fri 2026-05-15	Start Value	End Value
SPY ×	$10,000.00 2024-01-30	$15,472.37 2026-05-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	$10,000.00 2024-01-30	$16,874.26 2026-05-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2024-01-30	$13,399.91 2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQI ×	$10,000.00 2024-01-30	$15,609.35 2026-05-15
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	$10,000.00 2024-01-30	$14,370.47 2026-05-15
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

---

Annual Returns

Year	SPY	QQQ	SCHD	QQQI	SPYI
2026 (YTD)	+8.69%	+15.55%	+16.62%	+9.80%	+6.10%
2025	+17.72%	+20.77%	+4.34%	+18.63%	+16.67%
2024	+24.89%	+25.58%	+11.66%	+19.84%	+19.03%
2023	+26.18%	+54.86%	+4.54%	—	+18.10%
2022	−18.18%	−32.58%	−3.26%	—	−2.45%
2021	+28.73%	+27.42%	+29.87%	—	—
2020	+18.33%	+48.62%	+15.03%	—	—
2019	+31.22%	+38.96%	+27.29%	—	—
2018	−4.57%	−0.13%	−5.56%	—	—
2017	+21.71%	+32.66%	+20.85%	—	—
2016	+12.00%	+7.10%	+16.45%	—	—
2015	+1.23%	+9.44%	−0.30%	—	—
2014	+13.46%	+19.18%	+11.69%	—	—
2013	+32.31%	+36.63%	+32.88%	—	—
2012	+15.99%	+18.11%	+11.39%	—	—
2011	+1.89%	+3.38%	+5.31%	—	—
2010	+15.06%	+19.91%	—	—	—
2009	+26.35%	+54.70%	—	—	—
2008	−36.79%	−41.73%	—	—	—
2007	+5.15%	+19.03%	—	—	—
2006	+15.85%	+7.14%	—	—	—
2005	+4.83%	+1.58%	—	—	—
2004	+10.70%	+10.52%	—	—	—
2003	+28.18%	+49.67%	—	—	—
2002	−21.58%	−37.37%	—	—	—
2001	−11.76%	−33.34%	—	—	—
2000	−9.74%	−36.11%	—	—	—
1999	+20.39%	+78.95%	—	—	—
1998	+28.69%	—	—	—	—
1997	+33.48%	—	—	—	—
1996	+22.56%	—	—	—	—
1995	+38.04%	—	—	—	—
1994	+0.40%	—	—	—	—
1993	+8.64%	—	—	—	—

---

Drawdowns

Tue 2024-01-30? to Fri 2026-05-15	Current Drawdown	Worst Drawdown
SPY ×	−1.20% from 2026-05-14 peak	−18.76% 2025-04-08 from 2025-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	−1.51% from 2026-05-14 peak	−22.77% 2025-04-08 from 2025-02-19 peak
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	−1.09% from 2026-04-30 peak	−16.13% 2025-04-08 from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQI ×	−0.91% from 2026-05-14 peak	−20.00% 2025-04-08 from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	−0.72% from 2026-05-14 peak	−16.47% 2025-04-08 from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

---

Rolling Returns

Period ending Fri 2026-05-15	1 Year	2 Years	3 Years	5 Years	10 Years
SPY ×	+26.62%	+42.92% +19.56%/yr	+85.98% +22.97%/yr	+89.98% +13.69%/yr	+324.91% +15.56%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+37.19%	+58.25% +25.82%/yr	+120.79% +30.21%/yr	+123.81% +17.48%/yr	+622.27% +21.85%/yr
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	+24.70%	+28.05% +13.17%/yr	+51.58% +14.87%/yr	+46.92% +8.00%/yr	+232.45% +12.76%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQI ×	+28.02%	+47.30% +21.38%/yr	—	—	—
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+22.24%	+36.62% +16.90%/yr	+59.95% +16.94%/yr	—	—
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund