All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2022-08-30? to Mon 2026-04-20 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+11.74%
2026-04-20 |
4.039 TRR
2026-04-20 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| BNDI × |
−0.42%
2026-04-20 |
1.041 TRR
2026-04-20 |
||||
| SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Mon 2026-04-20 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+31.09%
+7.72%/yr |
+6.83%/yr
(R2=0.691) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| BNDI × |
+4.08%
+1.11%/yr |
+2.20%/yr
(R2=0.570) |
||||
| SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Mon 2026-04-20 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-08-30 |
$13,109.42
2026-04-20 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| BNDI × |
$10,000.00
2022-08-30 |
$10,408.25
2026-04-20 |
||||
| SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund | ||||||
| Year | SCHD | BNDI |
|---|---|---|
| 2026 (YTD) | +11.74% | −0.42% |
| 2025 | +1.65% | +5.14% |
| 2024 | +8.54% | −1.11% |
| 2023 | +1.12% | +3.43% |
| 2022 | −9.13% | −2.81% |
| 2021 | +21.36% | — |
| 2020 | +13.47% | — |
| 2019 | +24.47% | — |
| 2018 | −7.36% | — |
| 2017 | +18.39% | — |
| 2016 | +14.10% | — |
| 2015 | −1.08% | — |
| 2014 | +10.91% | — |
| 2013 | +30.87% | — |
| 2012 | +9.51% | — |
| 2011 | +5.71% | — |
| Tue 2022-08-30? to Mon 2026-04-20 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −2.91% |
−17.32%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| BNDI × | −1.72% |
−8.82%
2023-10-19 |
||||
| SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund | ||||||