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

Total Real Returns

DIVO,SCHD,DGRO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2016-12-14? to Mon 2024-09-30 YTD
Return
TRR
Price
DIVO
×
+13.63%
2024-09-30
1.9 TRR
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+10.96%
2024-09-30
3.636 TRR
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+15.22%
2024-09-30
2.443 TRR
2024-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Wed 2016-12-14? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
DIVO
×
+89.99%
+8.58%/yr
+7.43%/yr
(R2=0.865)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+91.16%
+8.67%/yr
+8.36%/yr
(R2=0.798)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
+98.26%
+9.18%/yr
+7.50%/yr
(R2=0.812)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Wed 2016-12-14? to Mon 2024-09-30 Start
Value
End
Value
DIVO
×
$10,000.00
2016-12-14
$18,999.08
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-12-14
$19,115.78
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
$10,000.00
2016-12-14
$19,826.06
2024-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year DIVO SCHD DGRO
2024 (YTD) +13.63% +10.96% +15.22%
2023 +3.48% +1.16% +6.90%
2022 −7.45% −9.13% −13.51%
2021 +14.80% +21.33% +18.32%
2020 +10.90% +13.49% +8.04%
2019 +22.09% +24.44% +26.97%
2018 −4.99% −7.32% −4.23%
2017 +18.93% +18.34% +20.46%
2016 −0.60% +14.07% +12.90%
2015 −1.00% −1.42%
2014 +10.84% +10.05%
2013 +30.92%
2012 +9.48%
2011 +5.72%

Drawdowns

Wed 2016-12-14? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
DIVO
×
0.00% −30.26%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
0.00% −33.52%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DGRO
×
0.00% −35.11%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund