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

Total Real Returns

SPY,VIG,DGRO,DIVO,SCHD,QYLD: Total Return Chart (with Dividends Reinvested)

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
QYLD
×
+17.20%
2024-11-29
2.358 TR
2024-11-29
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

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
QYLD
×
+97.02%
+8.89%/yr
+6.53%/yr
(R2=0.816)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

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
QYLD
×
$10,000.00
2016-12-14
$19,702.20
2024-11-29
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY VIG DGRO DIVO SCHD QYLD
2024 (YTD) +27.97% +21.73% +22.73% +22.50% +19.58% +17.20%
2023 +26.18% +14.51% +10.47% +6.95% +4.54% +22.79%
2022 −18.18% −9.81% −7.91% −1.46% −3.26% −19.07%
2021 +28.73% +23.76% +26.64% +22.88% +29.87% +10.41%
2020 +18.33% +15.43% +9.50% +12.41% +15.03% +8.72%
2019 +31.22% +29.62% +29.87% +24.90% +27.29% +22.70%
2018 −4.57% −2.08% −2.38% −3.18% −5.56% −3.07%
2017 +21.71% +22.22% +23.00% +21.42% +20.85% +18.79%
2016 +12.00% +11.96% +15.21% −0.56% +16.45% +4.77%
2015 +1.23% −1.94% −0.69% −0.30% +7.17%
2014 +13.46% +10.08% +8.56% +11.69% +4.25%
2013 +32.31% +28.87% +32.88% +2.00%
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%

Drawdowns

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
QYLD
×
−0.79% −24.75%
2020-03-16
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund