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