All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2020-10-13? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SPY × |
+9.64%
2026-05-22 |
+29.35%
2026-05-22 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQM × |
+16.97%
2026-05-22 |
+40.32%
2026-05-22 |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
+20.70%
2026-05-22 |
+31.35%
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Tue 2020-10-13? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+129.74%
+16.00%/yr |
+13.33%/yr
(R2=0.836) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQM × |
+152.64%
+17.98%/yr |
+15.35%/yr
(R2=0.754) |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
+104.89%
+13.65%/yr |
+7.76%/yr
(R2=0.794) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Tue 2020-10-13? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2020-10-13 |
$22,974.14
2026-05-22 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQM × |
$10,000.00
2020-10-13 |
$25,264.15
2026-05-22 |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-10-13 |
$20,489.30
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SPY | QQQM | SCHD |
|---|---|---|---|
| 2026 (YTD) | +9.64% | +16.97% | +20.70% |
| 2025 | +17.72% | +20.85% | +4.34% |
| 2024 | +24.89% | +25.68% | +11.66% |
| 2023 | +26.18% | +55.01% | +4.54% |
| 2022 | −18.18% | −32.52% | −3.26% |
| 2021 | +28.73% | +27.45% | +29.87% |
| 2020 | +18.33% | +6.67% | +15.03% |
| 2019 | +31.22% | — | +27.29% |
| 2018 | −4.57% | — | −5.56% |
| 2017 | +21.71% | — | +20.85% |
| 2016 | +12.00% | — | +16.45% |
| 2015 | +1.23% | — | −0.30% |
| 2014 | +13.46% | — | +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 | +10.70% | — | — |
| 2003 | +28.18% | — | — |
| 2002 | −21.58% | — | — |
| 2001 | −11.76% | — | — |
| 2000 | −9.74% | — | — |
| 1999 | +20.39% | — | — |
| 1998 | +28.69% | — | — |
| 1997 | +33.48% | — | — |
| 1996 | +22.56% | — | — |
| 1995 | +38.04% | — | — |
| 1994 | +0.40% | — | — |
| 1993 | +8.64% | — | — |
| Tue 2020-10-13? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × |
−0.34%
from 2026-05-14 peak |
−24.50%
2022-10-12 from 2022-01-03 peak |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQM × |
−0.31%
from 2026-05-14 peak |
−35.05%
2022-11-03 from 2021-11-19 peak |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × | — |
−16.85%
2022-09-30 from 2022-01-11 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SPY × | +29.35% |
+44.16% +20.08%/yr |
+85.02% +22.76%/yr |
+92.40% +13.98%/yr |
+327.11% +15.62%/yr |
|
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQM × | +40.32% |
+59.38% +26.26%/yr |
+116.67% +29.39%/yr |
+127.02% +17.81%/yr |
— | |
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × | +31.35% |
+34.12% +15.82%/yr |
+56.00% +15.97%/yr |
+53.15% +8.90%/yr |
+245.47% +13.19%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||