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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-05-16 YTD
Return
TRR
Price
IVV
×
−0.01%
2025-05-16
3.574 TRR
2025-05-16
iShares Core S&P 500 ETF Exchange-Traded Fund
SCHD
×
−3.45%
2025-05-16
3.434 TRR
2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
IVV
×
+343.53%
+11.60%/yr
+10.46%/yr
(R2=0.956)
iShares Core S&P 500 ETF Exchange-Traded Fund
SCHD
×
+243.40%
+9.52%/yr
+9.58%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-16 Start
Value
End
Value
IVV
×
$10,000.00
2011-10-20
$44,353.32
2025-05-16
iShares Core S&P 500 ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,340.30
2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year IVV SCHD
2025 (YTD) −0.01% −3.45%
2024 +21.43% +8.55%
2023 +22.21% +1.16%
2022 −23.13% −9.13%
2021 +20.29% +21.31%
2020 +16.81% +13.46%
2019 +28.32% +24.44%
2018 −6.28% −7.30%
2017 +19.24% +18.38%
2016 +9.87% +14.05%
2015 +0.54% −1.00%
2014 +12.72% +10.82%
2013 +30.35% +30.92%
2012 +14.09% +9.49%
2011 −1.06% +5.73%
2010 +13.40%
2009 +23.25%
2008 −37.07%
2007 +1.15%
2006 +13.10%
2005 +1.40%
2004 +7.29%
2003 +26.09%
2002 −23.35%
2001 −13.29%
2000 −7.48%

Drawdowns

Thu 2011-10-20? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
IVV
×
−3.51% −33.86%
2020-03-23
iShares Core S&P 500 ETF Exchange-Traded Fund
SCHD
×
−9.86% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund