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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-01-17 YTD
Return 		TR
Price
SPY × 		+1.96%
2025-01-17 		24.36 TR
2025-01-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD × 		+2.45%
2025-01-17 		5.075 TR
2025-01-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-01-17 Overall
Return 		Exponential
Trendline
SPY × 		+525.53%
+14.85%/yr 		+13.27%/yr
(R2=0.976)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD × 		+407.51%
+13.05%/yr 		+12.54%/yr
(R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-01-17 Start
Value 		End
Value
SPY × 		$10,000.00
2011-10-20 		$62,553.19
2025-01-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD × 		$10,000.00
2011-10-20 		$50,750.65
2025-01-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPY SCHD
2025 (YTD) +1.96% +2.45%
2024 +24.89% +11.66%
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 +1.89% +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

Thu 2011-10-20? to Fri 2025-01-17 Current
Drawdown 		Worst
Drawdown
SPY × 		−1.35% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD × 		−4.33% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund