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 2025-02-07 YTD
Return
TR
Price
SPY
×
+2.51%
2025-02-07
24.49 TR
2025-02-07
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VIG
×
+3.06%
2025-02-07
5.876 TR
2025-02-07
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
+3.16%
2025-02-07
3.287 TR
2025-02-07
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
+4.89%
2025-02-07
2.591 TR
2025-02-07
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+0.88%
2025-02-07
4.997 TR
2025-02-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+2.96%
2025-02-07
2.473 TR
2025-02-07
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2016-12-14? to Fri 2025-02-07 Overall
Return
Exponential
Trendline
SPY
×
+205.44%
+14.68%/yr
+13.42%/yr
(R2=0.925)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VIG
×
+174.28%
+13.18%/yr
+12.21%/yr
(R2=0.945)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
+163.14%
+12.60%/yr
+11.74%/yr
(R2=0.934)
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
+159.10%
+12.39%/yr
+11.64%/yr
(R2=0.955)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+146.60%
+11.71%/yr
+12.43%/yr
(R2=0.914)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+106.59%
+9.31%/yr
+6.72%/yr
(R2=0.827)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2016-12-14? to Fri 2025-02-07 Start
Value
End
Value
SPY
×
$10,000.00
2016-12-14
$30,544.14
2025-02-07
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VIG
×
$10,000.00
2016-12-14
$27,428.14
2025-02-07
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
$10,000.00
2016-12-14
$26,313.71
2025-02-07
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2016-12-14
$25,910.29
2025-02-07
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-12-14
$24,660.21
2025-02-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2016-12-14
$20,659.27
2025-02-07
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY VIG DGRO DIVO SCHD QYLD
2025 (YTD) +2.51% +3.06% +3.16% +4.89% +0.88% +2.96%
2024 +24.89% +16.99% +16.62% +16.22% +11.66% +19.35%
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% +26.65% +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% +22.69%
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% +15.20% −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 2025-02-07 Current
Drawdown
Worst
Drawdown
SPY
×
−1.47% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VIG
×
−1.01% −31.72%
2020-03-23
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
−1.97% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
−0.80% −30.04%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
−5.80% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
−0.38% −24.75%
2020-03-16
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund