All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DDDD vs. SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Thu 2026-03-12💬 to Wed 2026-08-12 Overall
Return
Exponential
Trendline
DDDD
×
+8.97%
+22.76%/yr
+20.51%/yr
R2=0.830
YieldMax U.S. Stocks Target Double Distribution ETF NYSE Exchange-Traded Fund
SCHD
×
+10.91%
+28.04%/yr
+26.50%/yr
R2=0.867
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2026-03-12💬 to Wed 2026-08-12 Start
Value
End
Value
DDDD
×
$10,000.00
2026-03-12
$10,897.04
2026-08-12
SCHD
×
$10,000.00
2026-03-12
$11,091.02
2026-08-12

This Year’s Performance

through 2026-08-12

  YTD YoY
DDDD
×
+8.97%
SCHD
×
+23.08% +26.81%

Drawdowns

  Current
Drawdown
Worst
Drawdown
DDDD
×
−0.03%
on 2026-08-12
from 2026-08-11 peak
−2.80%
on 2026-06-24
from 2026-05-22 peak
SCHD
×
−0.04%
on 2026-08-12
from 2026-08-11 peak
−2.93%
on 2026-06-18
from 2026-05-22 peak

Rolling Returns

Period ending Wed 2026-08-12 1 yr 2 yr 3 yr 5 yr 10 yr
DDDD
×
SCHD
×
+26.81% +30.43%
+14.21%/yr
+40.99%
+12.13%/yr
+29.29%
+5.27%/yr
+141.80%
+9.23%/yr

Annual Returns

Year DDDD SCHD
2026 (YTD) +8.97% +23.08%
2025 +1.62%
2024 +8.53%
2023 +1.16%
2022 −9.13%
2021 +21.34%
2020 +13.48%
2019 +24.45%
2018 −7.33%
2017 +18.34%
2016 +14.09%
2015 −1.02%
2014 +10.85%
2013 +30.91%
2012 +9.49%
2011 +5.73%