All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2015-10-22💬 to Fri 2026-11-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPYD × |
+170.44%
+9.43%/yr |
+8.06%/yr
R2=0.862 |
||||
| SPDR Portfolio S&P 500 High Dividend ETF Exchange-Traded Fund | ||||||
| SCHD × |
+290.56%
+13.13%/yr |
+12.20%/yr
R2=0.957 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2015-10-22💬 to Fri 2026-11-06 |
Start
Value |
End
Value |
|---|---|---|
| SPYD × |
$10,000.00
2015-10-22 |
$27,043.89
2026-11-06 |
| SCHD × |
$10,000.00
2015-10-22 |
$39,055.65
2026-11-06 |
| YTD | YoY | |
|---|---|---|
| SPYD × | +18.03% | +22.45% |
| SCHD × | +31.37% | +37.26% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPYD × |
−2.18%
on 2026-11-06 from 2026-11-04 peak |
−46.42%
on 2020-03-23 from 2020-01-16 peak |
| SCHD × |
−2.87%
on 2026-11-06 from 2026-11-04 peak |
−33.37%
on 2020-03-23 from 2020-01-23 peak |
| Period ending Fri 2026-11-06 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPYD × | +22.45% |
+17.91% +8.59%/yr |
+61.69% +17.37%/yr |
+49.07% +8.31%/yr |
+142.27% +9.25%/yr |
| SCHD × | +37.26% |
+30.15% +14.08%/yr |
+68.31% +18.95%/yr |
+59.86% +9.84%/yr |
+260.77% +13.69%/yr |
| Year | SPYD | SCHD |
|---|---|---|
| 2026 (YTD) | +18.03% | +31.37% |
| 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% |