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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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