All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Fri 2026-05-08 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| IVV × |
+6.09%
2026-05-08 |
4.352 TRR
2026-05-08 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+13.71%
2026-05-08 |
4.109 TRR
2026-05-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IVV × |
+440.15%
+12.29%/yr |
+10.59%/yr
(R2=0.964) |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+310.93%
+10.20%/yr |
+9.23%/yr
(R2=0.949) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-08 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| IVV × |
$10,000.00
2011-10-20 |
$54,015.10
2026-05-08 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$41,093.43
2026-05-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | IVV | SCHD |
|---|---|---|
| 2026 (YTD) | +6.09% | +13.71% |
| 2025 | +14.78% | +1.62% |
| 2024 | +21.43% | +8.53% |
| 2023 | +22.21% | +1.16% |
| 2022 | −23.13% | −9.13% |
| 2021 | +20.29% | +21.34% |
| 2020 | +16.81% | +13.48% |
| 2019 | +28.32% | +24.45% |
| 2018 | −6.28% | −7.33% |
| 2017 | +19.23% | +18.35% |
| 2016 | +9.87% | +14.09% |
| 2015 | +0.55% | −1.02% |
| 2014 | +12.72% | +10.85% |
| 2013 | +30.35% | +30.91% |
| 2012 | +14.08% | +9.50% |
| 2011 | −1.06% | +5.72% |
| 2010 | +13.40% | — |
| 2009 | +23.26% | — |
| 2008 | −37.07% | — |
| 2007 | +1.15% | — |
| 2006 | +13.09% | — |
| 2005 | +1.40% | — |
| 2004 | +7.29% | — |
| 2003 | +26.09% | — |
| 2002 | −23.35% | — |
| 2001 | −13.30% | — |
| 2000 | −7.47% | — |
| Thu 2011-10-20? to Fri 2026-05-08 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| IVV × | 0.00% |
−33.86%
2020-03-23 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × | −1.47% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||