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 Thu 2026-05-21 YTD
Return
1 Year
Return
SPY
×
+9.21%
2026-05-21
+28.89%
2026-05-21
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+18.57%
2026-05-21
+28.78%
2026-05-21
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-05-21 Overall
Return
Exponential
Trendline
SPY
×
+688.75%
+15.21%/yr
+13.55%/yr
(R2=0.981)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+512.81%
+13.24%/yr
+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-05-21 Start
Value
End
Value
SPY
×
$10,000.00
2011-10-20
$78,875.15
2026-05-21
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$61,281.50
2026-05-21
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPY SCHD
2026 (YTD) +9.21% +18.57%
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 Thu 2026-05-21 Current
Drawdown
Worst
Drawdown
SPY
×
−0.73%
from 2026-05-14 peak
−33.72%
2020-03-23
from 2020-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-05-21 1
Year
2
Years
3
Years
5
Years
10
Years
SPY
×
+28.89% +43.18%
+19.67%/yr
+84.37%
+22.57%/yr
+91.65%
+13.90%/yr
+325.44%
+15.58%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD
×
+28.78% +31.32%
+14.61%/yr
+53.26%
+15.26%/yr
+50.45%
+8.51%/yr
+239.37%
+13.00%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund