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

Total Real Returns

SCHD vs. DIVO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Wed 2016-12-14💬 to Fri 2026-08-21 Overall
Return 		Exponential
Trendline
SCHD × 		+139.46%
+9.44%/yr 		+7.76%/yr
R2=0.858
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO × 		+134.87%
+9.22%/yr 		+7.92%/yr
R2=0.929
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2016-12-14💬 to Fri 2026-08-21 Start
Value 		End
Value
SCHD × 		$10,000.00
2016-12-14 		$23,945.72
2026-08-21
DIVO × 		$10,000.00
2016-12-14 		$23,487.14
2026-08-21

This Year’s Performance

through 2026-08-21

  YTD YoY
SCHD × 		+26.03% +27.97%
DIVO × 		+8.74% +16.03%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		—
on 2026-08-21 		−33.51%
on 2020-03-23
from 2020-01-23 peak
DIVO × 		−0.35%
on 2026-08-21
from 2026-08-19 peak 		−30.24%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-08-21 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+27.97% +29.10%
+13.62%/yr 		+46.64%
+13.61%/yr 		+33.75%
+5.99%/yr 		+148.12%
+9.51%/yr
DIVO × 		+16.03% +28.24%
+13.24%/yr 		+46.76%
+13.64%/yr 		+40.74%
+7.07%/yr 		—

Annual Returns

Year SCHD DIVO
2026 (YTD) +26.03% +8.74%
2025 +1.62% +14.34%
2024 +8.53% +12.96%
2023 +1.16% +3.49%
2022 −9.13% −7.45%
2021 +21.34% +14.80%
2020 +13.48% +10.90%
2019 +24.45% +22.11%
2018 −7.33% −4.99%
2017 +18.34% +18.89%
2016 +14.09% −0.58%
2015 −1.02% —
2014 +10.85% —
2013 +30.91% —
2012 +9.49% —
2011 +5.73% —