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

Total Real Returns

SCHD,O,QYLD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2013-12-12? to Wed 2025-04-02 YTD
Return
TRR
Price
SCHD
×
+1.57%
2025-04-02
3.612 TRR
2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+7.55%
2025-04-02
22.9 TRR
2025-04-02
Realty Income Corporation NYSE Common Stock
QYLD
×
−6.41%
2025-04-02
1.661 TRR
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2013-12-12? to Wed 2025-04-02 Overall
Return
Exponential
Trendline
SCHD
×
+147.51%
+8.35%/yr
+8.88%/yr
(R2=0.926)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
+101.98%
+6.42%/yr
+4.64%/yr
(R2=0.500)
Realty Income Corporation NYSE Common Stock
QYLD
×
+66.07%
+4.59%/yr
+4.57%/yr
(R2=0.761)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2013-12-12? to Wed 2025-04-02 Start
Value
End
Value
SCHD
×
$10,000.00
2013-12-12
$24,751.33
2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
$10,000.00
2013-12-12
$20,198.02
2025-04-02
Realty Income Corporation NYSE Common Stock
QYLD
×
$10,000.00
2013-12-12
$16,607.32
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD O QYLD
2025 (YTD) +1.57% +7.55% −6.41%
2024 +8.50% −4.84% +16.04%
2023 +1.16% −7.65% +18.83%
2022 −9.12% −13.00% −24.01%
2021 +21.35% +19.55% +3.13%
2020 +13.46% −12.66% +7.30%
2019 +24.49% +18.55% +19.92%
2018 −7.33% +13.79% −4.87%
2017 +18.31% +1.52% +16.30%
2016 +14.11% +13.45% +2.64%
2015 −1.00% +12.54% +6.47%
2014 +10.86% +33.33% +3.39%
2013 +30.86% −3.74% +2.08%
2012 +9.50% +18.28%
2011 +5.71% +4.42%
2010 +37.30%
2009 +17.63%
2008 −8.33%
2007 −0.80%
2006 +32.74%
2005 −12.45%
2004 +29.70%
2003 +19.36%
2002 +24.51%
2001 +26.17%
2000 +28.38%
1999 −11.50%
1998 +3.92%
1997 +12.84%
1996 +11.03%
1995 +42.63%
1994 +9.86%

Drawdowns

Thu 2013-12-12? to Wed 2025-04-02 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.20% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
O
×
−23.09% −48.26%
2020-03-18
Realty Income Corporation NYSE Common Stock
QYLD
×
−9.59% −29.58%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund