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

Total Real Returns

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

Thu 2014-06-12? 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
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

Thu 2014-06-12? to Fri 2025-02-07 Overall
Return
Exponential
Trendline
SPY
×
+275.04%
+13.20%/yr
+13.04%/yr
(R2=0.959)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VIG
×
+223.26%
+11.64%/yr
+12.13%/yr
(R2=0.969)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
+228.72%
+11.81%/yr
+12.14%/yr
(R2=0.967)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+207.44%
+11.11%/yr
+12.30%/yr
(R2=0.956)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+134.67%
+8.33%/yr
+7.73%/yr
(R2=0.920)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2025-02-07 Start
Value
End
Value
SPY
×
$10,000.00
2014-06-12
$37,503.52
2025-02-07
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VIG
×
$10,000.00
2014-06-12
$32,325.80
2025-02-07
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$32,871.53
2025-02-07
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$30,743.83
2025-02-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2014-06-12
$23,467.12
2025-02-07
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY VIG DGRO SCHD QYLD
2025 (YTD) +2.51% +3.06% +3.16% +0.88% +2.96%
2024 +24.89% +16.99% +16.62% +11.66% +19.35%
2023 +26.18% +14.51% +10.47% +4.54% +22.79%
2022 −18.18% −9.81% −7.91% −3.26% −19.07%
2021 +28.73% +23.76% +26.65% +29.87% +10.41%
2020 +18.33% +15.43% +9.50% +15.03% +8.72%
2019 +31.22% +29.62% +29.87% +27.29% +22.69%
2018 −4.57% −2.08% −2.38% −5.56% −3.07%
2017 +21.71% +22.22% +23.00% +20.85% +18.79%
2016 +12.00% +11.96% +15.20% +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

Thu 2014-06-12? 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
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