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 2026-04-24 YTD
Return
TR
Price
SPY
×
+4.98%
2026-04-24
29.53 TR
2026-04-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+14.71%
2026-04-24
5.929 TR
2026-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-04-24 Overall
Return
Exponential
Trendline
SPY
×
+658.19%
+14.98%/yr
+13.52%/yr
(R2=0.981)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+492.86%
+13.05%/yr
+12.20%/yr
(R2=0.976)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2026-04-24 Start
Value
End
Value
SPY
×
$10,000.00
2011-10-20
$75,818.78
2026-04-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$59,286.28
2026-04-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPY SCHD
2026 (YTD) +4.98% +14.71%
2025 +17.72% +4.34%
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 +10.70%
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%

Drawdowns

Thu 2011-10-20? to Fri 2026-04-24 Current
Drawdown
Worst
Drawdown
SPY
×
0.00% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
−1.24% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund