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

Total Real Returns

SCHD,HYGW,LQDW,TLTW: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2022-08-23? to Mon 2026-05-18 YTD
Return
1 Year
Return
SCHD
×
+14.41%
2026-05-18
+20.42%
2026-05-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
HYGW
×
−1.98%
2026-05-18
+2.28%
2026-05-18
iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF Exchange-Traded Fund
LQDW
×
−2.87%
2026-05-18
+1.61%
2026-05-18
iShares Trust - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF Exchange-Traded Fund
TLTW
×
−3.94%
2026-05-18
+3.76%
2026-05-18
iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Exchange-Traded Fund

Returns

Tue 2022-08-23? to Mon 2026-05-18 Overall
Return
Exponential
Trendline
SCHD
×
+29.52%
+7.17%/yr
+7.02%/yr
(R2=0.708)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
HYGW
×
+8.84%
+2.29%/yr
+3.20%/yr
(R2=0.903)
iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF Exchange-Traded Fund
LQDW
×
−3.85%
−1.04%/yr
+0.98%/yr
(R2=0.200)
iShares Trust - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF Exchange-Traded Fund
TLTW
×
−14.00%
−3.96%/yr
−1.67%/yr
(R2=0.125)
iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-23? to Mon 2026-05-18 Start
Value
End
Value
SCHD
×
$10,000.00
2022-08-23
$12,952.40
2026-05-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
HYGW
×
$10,000.00
2022-08-23
$10,884.25
2026-05-18
iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF Exchange-Traded Fund
LQDW
×
$10,000.00
2022-08-23
$9,615.46
2026-05-18
iShares Trust - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF Exchange-Traded Fund
TLTW
×
$10,000.00
2022-08-23
$8,600.18
2026-05-18
iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Exchange-Traded Fund

Annual Returns

Year SCHD HYGW LQDW TLTW
2026 (YTD) +14.41% −1.98% −2.87% −3.94%
2025 +1.62% +3.43% +6.21% +8.46%
2024 +8.53% +3.99% −0.28% −4.92%
2023 +1.16% +3.85% +0.64% −2.51%
2022 −9.13% −0.34% −7.13% −11.28%
2021 +21.34%
2020 +13.48%
2019 +24.45%
2018 −7.33%
2017 +18.35%
2016 +14.09%
2015 −1.02%
2014 +10.85%
2013 +30.91%
2012 +9.50%
2011 +5.72%

Drawdowns

Tue 2022-08-23? to Mon 2026-05-18 Current
Drawdown
Worst
Drawdown
SCHD
×
−0.60%
from 2026-03-02 peak
−17.32%
2025-04-08
from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
HYGW
×
−2.35%
from 2026-02-19 peak
−5.66%
2022-09-27
from 2022-08-25 peak
iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF Exchange-Traded Fund
LQDW
×
−4.39%
from 2022-08-25 peak
−10.73%
2023-10-19
from 2022-08-25 peak
iShares Trust - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF Exchange-Traded Fund
TLTW
×
−15.08%
from 2022-08-26 peak
−22.03%
2024-04-25
from 2022-08-26 peak
iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-05-18 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+20.42% +21.78%
+10.34%/yr
+38.79%
+11.54%/yr
+20.59%
+3.82%/yr
+143.03%
+9.29%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
HYGW
×
+2.28% +4.84%
+2.39%/yr
+7.29%
+2.37%/yr
iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF Exchange-Traded Fund
LQDW
×
+1.61% +5.20%
+2.56%/yr
+1.31%
+0.43%/yr
iShares Trust - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF Exchange-Traded Fund
TLTW
×
+3.76% +4.89%
+2.41%/yr
−8.19%
−2.81%/yr
iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF Exchange-Traded Fund