All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Mon 2025-08-25 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
ITOT × |
+7.28%
2025-08-25 |
4.736 TRR
2025-08-25 |
||||
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund | ||||||
SCHD × |
+1.02%
2025-08-25 |
3.592 TRR
2025-08-25 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-08-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
ITOT × |
+358.62%
+11.63%/yr |
+10.10%/yr
(R2=0.947) |
||||
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund | ||||||
SCHD × |
+259.20%
+9.67%/yr |
+9.44%/yr
(R2=0.947) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-08-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
ITOT × |
$10,000.00
2011-10-20 |
$45,862.41
2025-08-25 |
||||
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$35,920.32
2025-08-25 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | ITOT | SCHD |
---|---|---|
2025 (YTD) | +7.28% | +1.02% |
2024 | +20.33% | +8.53% |
2023 | +22.04% | +1.16% |
2022 | −24.36% | −9.14% |
2021 | +17.42% | +21.36% |
2020 | +19.08% | +13.44% |
2019 | +27.75% | +24.50% |
2018 | −7.10% | −7.37% |
2017 | +18.86% | +18.34% |
2016 | +10.32% | +14.16% |
2015 | +0.17% | −1.08% |
2014 | +12.67% | +10.84% |
2013 | +31.34% | +30.95% |
2012 | +13.88% | +9.49% |
2011 | −1.20% | +5.73% |
2010 | +14.50% | — |
2009 | +23.25% | — |
2008 | −36.52% | — |
2007 | +1.00% | — |
2006 | +12.31% | — |
2005 | +1.85% | — |
2004 | +5.82% | — |
Thu 2011-10-20? to Mon 2025-08-25 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
ITOT × | −0.46% |
−34.96%
2020-03-23 |
||||
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund | ||||||
SCHD × | −5.71% |
−33.53%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||