All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2016-12-14💬 to Thu 2026-10-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+141.09%
+9.34%/yr |
+7.83%/yr
R2=0.865 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
+131.81%
+8.91%/yr |
+7.97%/yr
R2=0.933 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Wed 2016-12-14💬 to Thu 2026-10-22 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2016-12-14 |
$24,108.97
2026-10-22 |
| DIVO × |
$10,000.00
2016-12-14 |
$23,181.02
2026-10-22 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +26.89% | +30.48% |
| DIVO × | +7.32% | +10.07% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
—
on 2026-10-22 |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| DIVO × |
−1.79%
on 2026-10-22 from 2026-09-03 peak |
−30.24%
on 2020-03-23 from 2020-01-17 peak |
| Period ending Thu 2026-10-22 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +30.48% |
+25.49% +12.02%/yr |
+55.82% +15.93%/yr |
+32.98% +5.87%/yr |
+157.02% +9.90%/yr |
| DIVO × | +10.07% |
+21.13% +10.06%/yr |
+48.89% +14.19%/yr |
+37.16% +6.52%/yr |
— |
| Year | SCHD | DIVO |
|---|---|---|
| 2026 (YTD) | +26.89% | +7.32% |
| 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 | +5.72% | — |