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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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