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 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
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

Thu 2014-06-12? to Fri 2024-11-29 Overall
Return
Exponential
Trendline
SPY
×
+274.88%
+13.46%/yr
+12.94%/yr
(R2=0.957)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VIG
×
+226.36%
+11.96%/yr
+12.10%/yr
(R2=0.968)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
+235.30%
+12.25%/yr
+12.13%/yr
(R2=0.965)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
+226.37%
+11.96%/yr
+12.34%/yr
(R2=0.954)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+123.80%
+8.00%/yr
+7.65%/yr
(R2=0.916)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Fri 2024-11-29 Start
Value
End
Value
SPY
×
$10,000.00
2014-06-12
$37,488.50
2024-11-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund
VIG
×
$10,000.00
2014-06-12
$32,636.11
2024-11-29
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
DGRO
×
$10,000.00
2014-06-12
$33,530.05
2024-11-29
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2014-06-12
$32,637.05
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2014-06-12
$22,379.99
2024-11-29
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY VIG DGRO SCHD QYLD
2024 (YTD) +27.97% +21.73% +22.73% +19.58% +17.20%
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% +26.64% +29.87% +10.41%
2020 +18.33% +15.43% +9.50% +15.03% +8.72%
2019 +31.22% +29.62% +29.87% +27.29% +22.70%
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% +15.21% +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 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
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