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 Fri 2025-06-13 YTD
Return
TRR
Price
QQQ
×
+1.27%
2025-06-13
6.223 TRR
2025-06-13
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
−2.54%
2025-06-13
3.466 TRR
2025-06-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-06-13 Overall
Return
Exponential
Trendline
QQQ
×
+641.36%
+15.81%/yr
+15.71%/yr
(R2=0.959)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
+246.60%
+9.54%/yr
+9.54%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-06-13 Start
Value
End
Value
QQQ
×
$10,000.00
2011-10-20
$74,136.18
2025-06-13
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,660.48
2025-06-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year QQQ SCHD
2025 (YTD) +1.27% −2.54%
2024 +22.06% +8.53%
2023 +49.84% +1.15%
2022 −36.67% −9.14%
2021 +19.04% +21.36%
2020 +46.63% +13.49%
2019 +35.86% +24.40%
2018 −2.00% −7.29%
2017 +29.92% +18.34%
2016 +4.93% +14.11%
2015 +8.64% −1.07%
2014 +18.29% +10.88%
2013 +34.62% +30.90%
2012 +16.10% +9.49%
2011 +0.40% +5.72%
2010 +18.14%
2009 +50.59%
2008 −41.77%
2007 +14.33%
2006 +4.52%
2005 −1.80%
2004 +7.05%
2003 +46.89%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%

Drawdowns

Thu 2011-10-20? to Fri 2025-06-13 Current
Drawdown
Worst
Drawdown
QQQ
×
−3.66% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD
×
−9.03% −33.54%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund