All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2023-12-20? to Fri 2025-12-12 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| ISPY × |
+8.86%
2025-12-12 |
1.306 TRR
2025-12-12 |
||||
| ProShares S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+1.69%
2025-12-12 |
3.617 TRR
2025-12-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2023-12-20? to Fri 2025-12-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| ISPY × |
+30.61%
+14.44%/yr |
+11.54%/yr
(R2=0.711) |
||||
| ProShares S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+12.34%
+6.05%/yr |
+3.31%/yr
(R2=0.210) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2023-12-20? to Fri 2025-12-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| ISPY × |
$10,000.00
2023-12-20 |
$13,061.05
2025-12-12 |
||||
| ProShares S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2023-12-20 |
$11,233.77
2025-12-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | ISPY | SCHD |
|---|---|---|
| 2025 (YTD) | +8.86% | +1.69% |
| 2024 | +17.98% | +8.53% |
| 2023 | +1.69% | +1.17% |
| 2022 | — | −9.13% |
| 2021 | — | +21.35% |
| 2020 | — | +13.48% |
| 2019 | — | +24.43% |
| 2018 | — | −7.33% |
| 2017 | — | +18.32% |
| 2016 | — | +14.15% |
| 2015 | — | −1.09% |
| 2014 | — | +10.86% |
| 2013 | — | +30.94% |
| 2012 | — | +9.49% |
| 2011 | — | +5.72% |
| Wed 2023-12-20? to Fri 2025-12-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| ISPY × | −1.73% |
−17.53%
2025-04-08 |
||||
| ProShares S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| SCHD × | −5.08% |
−17.32%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||