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

Total Real Returns

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

Tue 2020-10-13? to Thu 2025-05-01 YTD
Return
TRR
Price
QQQM
×
−7.12%
2025-05-01
1.369 TRR
2025-05-01
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SCHD
×
−6.48%
2025-05-01
3.326 TRR
2025-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Tue 2020-10-13? to Thu 2025-05-01 Overall
Return
Exponential
Trendline
QQQM
×
+36.93%
+7.16%/yr
+6.63%/yr
(R2=0.254)
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SCHD
×
+25.54%
+5.13%/yr
+2.20%/yr
(R2=0.157)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Tue 2020-10-13? to Thu 2025-05-01 Start
Value
End
Value
QQQM
×
$10,000.00
2020-10-13
$13,692.90
2025-05-01
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2020-10-13
$12,553.71
2025-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year QQQM SCHD
2025 (YTD) −7.12% −6.48%
2024 +22.16% +8.53%
2023 +49.99% +1.16%
2022 −36.62% −9.14%
2021 +19.07% +21.36%
2020 +6.61% +13.49%
2019 +24.44%
2018 −7.32%
2017 +18.35%
2016 +14.09%
2015 −1.08%
2014 +10.93%
2013 +30.87%
2012 +9.50%
2011 +5.72%

Drawdowns

Tue 2020-10-13? to Thu 2025-05-01 Current
Drawdown
Worst
Drawdown
QQQM
×
−11.64% −39.52%
2022-11-03
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SCHD
×
−12.70% −21.65%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund