SPY,SCHG,VOO,QQQM,SMH,SPYG,XOVR,SCHD: Total Return Chart (with Dividends Reinvested)

Tue 2020-10-13? to Thu 2025-07-03	YTD Return	TR Price
SPY ×	+7.34% 2025-07-03	25.65 TR 2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHG ×	+5.77% 2025-07-03	10.66 TR 2025-07-03
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO ×	+7.46% 2025-07-03	7.491 TR 2025-07-03
Vanguard S&P 500 ETF Exchange-Traded Fund
QQQM ×	+9.11% 2025-07-03	1.95 TR 2025-07-03
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SMH ×	+17.12% 2025-07-03	11.36 TR 2025-07-03
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SPYG ×	+9.61% 2025-07-03	5.196 TR 2025-07-03
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
XOVR ×	+5.22% 2025-07-03	2.25 TR 2025-07-03
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
SCHD ×	+2.00% 2025-07-03	5.053 TR 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Tue 2020-10-13? to Thu 2025-07-03	Overall Return	Exponential Trendline
SPY ×	+91.05% +14.70%/yr	+11.22%/yr (R2=0.728)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHG ×	+97.19% +15.47%/yr	+13.06%/yr (R2=0.596)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO ×	+91.82% +14.80%/yr	+11.29%/yr (R2=0.729)
Vanguard S&P 500 ETF Exchange-Traded Fund
QQQM ×	+95.00% +15.20%/yr	+12.35%/yr (R2=0.593)
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SMH ×	+209.91% +27.08%/yr	+22.33%/yr (R2=0.704)
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SPYG ×	+90.16% +14.59%/yr	+10.39%/yr (R2=0.544)
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
XOVR ×	+19.44% +3.83%/yr	+2.49%/yr (R2=0.024)
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
SCHD ×	+65.96% +11.33%/yr	+7.03%/yr (R2=0.695)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2020-10-13? to Thu 2025-07-03	Start Value	End Value
SPY ×	$10,000.00 2020-10-13	$19,105.30 2025-07-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHG ×	$10,000.00 2020-10-13	$19,718.76 2025-07-03
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO ×	$10,000.00 2020-10-13	$19,182.11 2025-07-03
Vanguard S&P 500 ETF Exchange-Traded Fund
QQQM ×	$10,000.00 2020-10-13	$19,500.24 2025-07-03
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SMH ×	$10,000.00 2020-10-13	$30,990.59 2025-07-03
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SPYG ×	$10,000.00 2020-10-13	$19,015.59 2025-07-03
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
XOVR ×	$10,000.00 2020-10-13	$11,943.81 2025-07-03
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
SCHD ×	$10,000.00 2020-10-13	$16,595.67 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SPY	SCHG	VOO	QQQM	SMH	SPYG	XOVR	SCHD
2025 (YTD)	+7.34%	+5.77%	+7.46%	+9.11%	+17.12%	+9.61%	+5.22%	+2.00%
2024	+24.89%	+34.96%	+24.98%	+25.68%	+39.10%	+35.99%	+34.60%	+11.66%
2023	+26.18%	+50.10%	+26.32%	+55.01%	+73.38%	+30.03%	+51.89%	+4.54%
2022	−18.18%	−31.80%	−18.17%	−32.52%	−33.53%	−29.41%	−41.09%	−3.26%
2021	+28.73%	+28.11%	+28.79%	+27.45%	+42.13%	+32.01%	−7.24%	+29.87%
2020	+18.33%	+39.14%	+18.32%	+6.67%	+55.53%	+33.46%	+50.42%	+15.03%
2019	+31.22%	+36.02%	+31.37%	—	+64.45%	+30.84%	+31.72%	+27.29%
2018	−4.57%	−1.36%	−4.50%	—	−9.05%	−0.12%	−5.01%	−5.56%
2017	+21.71%	+28.05%	+21.77%	—	+38.48%	+27.24%	+1.68%	+20.85%
2016	+12.00%	+6.82%	+12.17%	—	+35.54%	+6.84%	—	+16.45%
2015	+1.23%	+3.24%	+1.33%	—	−0.34%	+5.08%	—	−0.30%
2014	+13.46%	+15.80%	+13.56%	—	+30.22%	+14.80%	—	+11.69%
2013	+32.31%	+34.04%	+32.39%	—	+33.33%	+32.61%	—	+32.88%
2012	+15.99%	+16.88%	+15.99%	—	+11.92%	+14.19%	—	+11.39%
2011	+1.90%	−0.74%	+1.90%	—	+9.17%	+4.64%	—	+5.31%
2010	+15.06%	+16.85%	+14.78%	—	+21.12%	+16.24%	—	—
2009	+26.35%	+2.70%	—	—	+68.36%	+37.00%	—	—
2008	−36.79%	—	—	—	−43.77%	−37.41%	—	—
2007	+5.15%	—	—	—	+6.79%	+10.75%	—	—
2006	+15.85%	—	—	—	−6.62%	+9.01%	—	—
2005	+4.83%	—	—	—	+11.00%	+2.77%	—	—
2004	+10.70%	—	—	—	−19.32%	+5.27%	—	—
2003	+28.18%	—	—	—	+87.73%	+28.34%	—	—
2002	−21.58%	—	—	—	−46.99%	−32.13%	—	—
2001	−11.76%	—	—	—	−14.50%	−25.90%	—	—
2000	−9.74%	—	—	—	−47.05%	−24.45%	—	—
1999	+20.39%	—	—	—	—	—	—	—
1998	+28.69%	—	—	—	—	—	—	—
1997	+33.48%	—	—	—	—	—	—	—
1996	+22.50%	—	—	—	—	—	—	—
1995	+38.06%	—	—	—	—	—	—	—
1994	+0.40%	—	—	—	—	—	—	—
1993	+8.71%	—	—	—	—	—	—	—

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Drawdowns

Tue 2020-10-13? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
SPY ×	0.00%	−24.50% 2022-10-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHG ×	0.00%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
VOO ×	0.00%	−24.52% 2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
QQQM ×	0.00%	−35.05% 2022-11-03
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SMH ×	0.00%	−45.30% 2022-10-14
VanEck Semiconductor ETF NASDAQ Exchange-Traded Fund
SPYG ×	0.00%	−32.67% 2022-10-14
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
XOVR ×	−20.55%	−56.29% 2022-12-28
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
SCHD ×	−4.75%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund