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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-07-15 YTD
Return
TRR
Price
QQQ
×
+6.71%
2025-07-15
6.557 TRR
2025-07-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
−2.04%
2025-07-15
3.483 TRR
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
QQQ
×
+681.25%
+16.14%/yr
+15.70%/yr
(R2=0.960)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
+248.33%
+9.51%/yr
+9.50%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-07-15 Start
Value
End
Value
QQQ
×
$10,000.00
2011-10-20
$78,125.18
2025-07-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,832.77
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year QQQ SCHD
2025 (YTD) +6.71% −2.04%
2024 +22.06% +8.50%
2023 +49.84% +1.16%
2022 −36.68% −9.13%
2021 +19.04% +21.36%
2020 +46.63% +13.47%
2019 +35.86% +24.42%
2018 −2.00% −7.33%
2017 +29.91% +18.39%
2016 +4.93% +14.03%
2015 +8.64% −1.00%
2014 +18.28% +10.86%
2013 +34.61% +30.91%
2012 +16.10% +9.50%
2011 +0.40% +5.72%
2010 +18.15%
2009 +50.59%
2008 −41.78%
2007 +14.35%
2006 +4.51%
2005 −1.78%
2004 +7.03%
2003 +46.91%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Thu 2011-10-20? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
QQQ
×
0.00% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
−8.57% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund