All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2025-06-27 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+5.55%
2025-06-27 |
25.22 TR
2025-06-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
−1.58%
2025-06-27 |
4.875 TR
2025-06-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-06-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+547.52%
+14.62%/yr |
+13.30%/yr
(R2=0.978) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+387.47%
+12.27%/yr |
+12.39%/yr
(R2=0.974) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-06-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2011-10-20 |
$64,752.32
2025-06-27 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$48,746.70
2025-06-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SPY | SCHD |
|---|---|---|
| 2025 (YTD) | +5.55% | −1.58% |
| 2024 | +24.89% | +11.64% |
| 2023 | +26.18% | +4.54% |
| 2022 | −18.18% | −3.26% |
| 2021 | +28.73% | +29.87% |
| 2020 | +18.33% | +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 | +1.90% | +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 | +22.50% | — |
| 1995 | +38.06% | — |
| 1994 | +0.40% | — |
| 1993 | +8.71% | — |
| Thu 2011-10-20? to Fri 2025-06-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | 0.00% |
−33.72%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × | −8.11% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||