All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20💬 to Mon 2026-10-19 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+343.69%
+10.44%/yr |
+9.22%/yr
R2=0.953 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QQQ × |
+869.89%
+16.36%/yr |
+15.79%/yr
R2=0.969 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
+455.37%
+12.11%/yr |
+10.70%/yr
R2=0.967 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Mon 2026-10-19 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$44,369.42
2026-10-19 |
| QQQ × |
$10,000.00
2011-10-20 |
$96,988.71
2026-10-19 |
| VOO × |
$10,000.00
2011-10-20 |
$55,537.23
2026-10-19 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +22.77% | +27.21% |
| QQQ × | +12.64% | +14.92% |
| VOO × | +8.79% | +12.21% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−2.80%
on 2026-10-19 from 2026-08-24 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| QQQ × |
−5.56%
on 2026-10-19 from 2026-10-06 peak |
−39.59%
on 2022-11-03 from 2021-11-19 peak |
| VOO × |
−2.13%
on 2026-10-19 from 2026-08-13 peak |
−33.95%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Mon 2026-10-19 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +27.21% |
+19.37% +9.26%/yr |
+49.28% +14.29%/yr |
+29.51% +5.31%/yr |
+148.65% +9.54%/yr |
| QQQ × | +14.92% |
+37.16% +17.11%/yr |
+85.01% +22.76%/yr |
+60.99% +9.99%/yr |
+367.52% +16.68%/yr |
| VOO × | +12.21% |
+25.53% +12.04%/yr |
+70.25% +19.41%/yr |
+48.96% +8.30%/yr |
+201.82% +11.68%/yr |
| Year | SCHD | QQQ | VOO |
|---|---|---|---|
| 2026 (YTD) | +22.77% | +12.64% | +8.79% |
| 2025 | +1.62% | +17.63% | +14.75% |
| 2024 | +8.53% | +22.06% | +21.47% |
| 2023 | +1.16% | +49.84% | +22.23% |
| 2022 | −9.13% | −36.67% | −23.14% |
| 2021 | +21.34% | +19.04% | +20.33% |
| 2020 | +13.48% | +46.63% | +16.73% |
| 2019 | +24.45% | +35.86% | +28.43% |
| 2018 | −7.33% | −2.00% | −6.29% |
| 2017 | +18.34% | +29.92% | +19.25% |
| 2016 | +14.09% | +4.92% | +9.89% |
| 2015 | −1.02% | +8.64% | +0.59% |
| 2014 | +10.85% | +18.29% | +12.71% |
| 2013 | +30.91% | +34.61% | +30.43% |
| 2012 | +9.49% | +16.10% | +14.02% |
| 2011 | +5.72% | +0.40% | −1.04% |
| 2010 | — | +18.14% | +14.34% |
| 2009 | — | +50.60% | — |
| 2008 | — | −41.78% | — |
| 2007 | — | +14.35% | — |
| 2006 | — | +4.51% | — |
| 2005 | — | −1.80% | — |
| 2004 | — | +7.05% | — |
| 2003 | — | +46.91% | — |
| 2002 | — | −38.82% | — |
| 2001 | — | −34.36% | — |
| 2000 | — | −38.21% | — |
| 1999 | — | +75.08% | — |
