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

Total Real Returns

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

Thu 2011-10-20? to Thu 2025-05-15 YTD
Return
TRR
Price
SCHD
×
−4.10%
2025-05-15
3.411 TRR
2025-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−0.02%
2025-05-15
6.144 TRR
2025-05-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-05-15 Overall
Return
Exponential
Trendline
SCHD
×
+241.08%
+9.46%/yr
+9.58%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+631.96%
+15.80%/yr
+15.73%/yr
(R2=0.959)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-05-15 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$34,107.93
2025-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$73,195.66
2025-05-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD QQQ
2025 (YTD) −4.10% −0.02%
2024 +8.55% +22.06%
2023 +1.16% +49.84%
2022 −9.13% −36.68%
2021 +21.31% +19.04%
2020 +13.52% +46.62%
2019 +24.46% +35.86%
2018 −7.36% −2.00%
2017 +18.38% +29.92%
2016 +14.05% +4.93%
2015 −1.00% +8.63%
2014 +10.82% +18.29%
2013 +30.92% +34.61%
2012 +9.50% +16.09%
2011 +5.72% +0.41%
2010 +18.15%
2009 +50.60%
2008 −41.78%
2007 +14.34%
2006 +4.51%
2005 −1.78%
2004 +7.03%
2003 +46.90%
2002 −38.81%
2001 −34.37%
2000 −38.21%
1999 +75.07%

Drawdowns

Thu 2011-10-20? to Thu 2025-05-15 Current
Drawdown
Worst
Drawdown
SCHD
×
−10.47% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−4.89% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund