All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2015-10-22💬 to Fri 2026-08-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPYD × |
+170.74%
+9.61%/yr |
+7.99%/yr
R2=0.855 |
||||
| SPDR Portfolio S&P 500 High Dividend ETF Exchange-Traded Fund | ||||||
| SCHD × |
+284.50%
+13.22%/yr |
+12.14%/yr
R2=0.954 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2015-10-22💬 to Fri 2026-08-28 |
Start
Value |
End
Value |
|---|---|---|
| SPYD × |
$10,000.00
2015-10-22 |
$27,074.29
2026-08-28 |
| SCHD × |
$10,000.00
2015-10-22 |
$38,450.10
2026-08-28 |
| YTD | YoY | |
|---|---|---|
| SPYD × | +18.17% | +17.13% |
| SCHD × | +29.33% | +30.06% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPYD × |
−1.32%
on 2026-08-28 from 2026-08-24 peak |
−46.42%
on 2020-03-23 from 2020-01-16 peak |
| SCHD × |
−0.88%
on 2026-08-28 from 2026-08-24 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| Period ending Fri 2026-08-28 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPYD × | +17.13% |
+22.68% +10.76%/yr |
+55.25% +15.79%/yr |
+54.08% +9.03%/yr |
+131.54% +8.76%/yr |
| SCHD × | +30.06% |
+34.88% +16.14%/yr |
+58.53% +16.60%/yr |
+60.98% +9.99%/yr |
+244.30% +13.16%/yr |
| Year | SPYD | SCHD |
|---|---|---|
| 2026 (YTD) | +18.17% | +29.33% |
| 2025 | +4.65% | +4.34% |
| 2024 | +15.34% | +11.66% |
| 2023 | +3.91% | +4.54% |
| 2022 | −1.17% | −3.26% |
| 2021 | +32.74% | +29.87% |
| 2020 | −11.64% | +15.03% |
| 2019 | +21.20% | +27.29% |
| 2018 | −4.89% | −5.56% |
| 2017 | +12.67% | +20.85% |
| 2016 | +24.59% | +16.45% |
| 2015 | −2.60% | −0.30% |
| 2014 | — | +11.69% |
| 2013 | — | +32.88% |
| 2012 | — | +11.39% |
| 2011 | — | +5.31% |