All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2016-12-14? to Fri 2024-11-29 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SPY × |
+27.97%
2024-11-29 |
24.48 TR
2024-11-29 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
VIG × |
+21.73%
2024-11-29 |
5.932 TR
2024-11-29 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
DGRO × |
+22.73%
2024-11-29 |
3.353 TR
2024-11-29 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
DIVO × |
+22.50%
2024-11-29 |
2.604 TR
2024-11-29 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
SCHD × |
+19.58%
2024-11-29 |
5.305 TR
2024-11-29 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Wed 2016-12-14? to Fri 2024-11-29 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPY × |
+205.32%
+15.06%/yr |
+13.25%/yr
(R2=0.920) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
VIG × |
+176.91%
+13.65%/yr |
+12.16%/yr
(R2=0.941) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
DGRO × |
+168.40%
+13.21%/yr |
+11.70%/yr
(R2=0.929) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
DIVO × |
+160.37%
+12.78%/yr |
+11.60%/yr
(R2=0.952) |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
SCHD × |
+161.79%
+12.85%/yr |
+12.50%/yr
(R2=0.910) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Wed 2016-12-14? to Fri 2024-11-29 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPY × |
$10,000.00
2016-12-14 |
$30,531.91
2024-11-29 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
VIG × |
$10,000.00
2016-12-14 |
$27,691.45
2024-11-29 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
DGRO × |
$10,000.00
2016-12-14 |
$26,840.15
2024-11-29 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
DIVO × |
$10,000.00
2016-12-14 |
$26,037.33
2024-11-29 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2016-12-14 |
$26,178.85
2024-11-29 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SPY | VIG | DGRO | DIVO | SCHD |
---|---|---|---|---|---|
2024 (YTD) | +27.97% | +21.73% | +22.73% | +22.50% | +19.58% |
2023 | +26.18% | +14.51% | +10.47% | +6.95% | +4.54% |
2022 | −18.18% | −9.81% | −7.91% | −1.46% | −3.26% |
2021 | +28.73% | +23.76% | +26.64% | +22.88% | +29.87% |
2020 | +18.33% | +15.43% | +9.50% | +12.41% | +15.03% |
2019 | +31.22% | +29.62% | +29.87% | +24.90% | +27.29% |
2018 | −4.57% | −2.08% | −2.38% | −3.18% | −5.56% |
2017 | +21.71% | +22.22% | +23.00% | +21.42% | +20.85% |
2016 | +12.00% | +11.96% | +15.21% | −0.56% | +16.45% |
2015 | +1.23% | −1.94% | −0.69% | — | −0.30% |
2014 | +13.46% | +10.08% | +8.56% | — | +11.69% |
2013 | +32.31% | +28.87% | — | — | +32.88% |
2012 | +15.99% | +11.65% | — | — | +11.39% |
2011 | +1.89% | +6.16% | — | — | +5.31% |
2010 | +15.06% | +14.74% | — | — | — |
2009 | +26.35% | +19.59% | — | — | — |
2008 | −36.79% | −26.69% | — | — | — |
2007 | +5.15% | +5.63% | — | — | — |
2006 | +15.85% | +8.55% | — | — | — |
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% | — | — | — | — |
Wed 2016-12-14? to Fri 2024-11-29 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPY × | 0.00% |
−33.72%
2020-03-23 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
VIG × | 0.00% |
−31.72%
2020-03-23 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
DGRO × | 0.00% |
−35.10%
2020-03-23 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
DIVO × | 0.00% |
−30.04%
2020-03-23 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
SCHD × | 0.00% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||