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