All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2016-12-14💬 to Fri 2026-10-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+140.18%
+9.30%/yr |
+7.84%/yr
R2=0.866 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
+129.71%
+8.80%/yr |
+7.97%/yr
R2=0.933 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Wed 2016-12-14💬 to Fri 2026-10-23 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2016-12-14 |
$24,018.05
2026-10-23 |
| DIVO × |
$10,000.00
2016-12-14 |
$22,971.07
2026-10-23 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +26.41% | +29.79% |
| DIVO × | +6.35% | +8.78% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−0.38%
on 2026-10-23 from 2026-10-22 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| DIVO × |
−2.68%
on 2026-10-23 from 2026-09-03 peak |
−30.24%
on 2020-03-23 from 2020-01-17 peak |
| Period ending Fri 2026-10-23 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +29.79% |
+25.24% +11.91%/yr |
+56.45% +16.09%/yr |
+32.48% +5.79%/yr |
+156.05% +9.86%/yr |
| DIVO × | +8.78% |
+20.56% +9.80%/yr |
+48.22% +14.02%/yr |
+35.92% +6.33%/yr |
— |
| Year | SCHD | DIVO |
|---|---|---|
| 2026 (YTD) | +26.41% | +6.35% |
| 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% | — |