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 Mon 2026-08-24 Overall
Return 		Exponential
Trendline
SCHD × 		+140.08%
+9.46%/yr 		+7.77%/yr
R2=0.858
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO × 		+135.34%
+9.23%/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 Mon 2026-08-24 Start
Value 		End
Value
SCHD × 		$10,000.00
2016-12-14 		$24,007.64
2026-08-24
DIVO × 		$10,000.00
2016-12-14 		$23,534.17
2026-08-24

This Year’s Performance

through 2026-08-24

  YTD YoY
SCHD × 		+26.36% +26.34%
DIVO × 		+8.96% +15.07%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		—
on 2026-08-24 		−33.51%
on 2020-03-23
from 2020-01-23 peak
DIVO × 		−0.15%
on 2026-08-24
from 2026-08-19 peak 		−30.24%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Mon 2026-08-24 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+26.34% +27.96%
+13.12%/yr 		+48.11%
+13.99%/yr 		+33.41%
+5.93%/yr 		+149.15%
+9.56%/yr
DIVO × 		+15.07% +27.73%
+13.02%/yr 		+47.57%
+13.85%/yr 		+40.25%
+7.00%/yr 		—

Annual Returns

Year SCHD DIVO
2026 (YTD) +26.36% +8.96%
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% —