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 Fri 2025-05-09 YTD
Return
TRR
Price
SCHD
×
−6.44%
2025-05-09
3.327 TRR
2025-05-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−5.90%
2025-05-09
5.782 TRR
2025-05-09
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
SCHD
×
+232.69%
+9.27%/yr
+9.59%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
+588.83%
+15.30%/yr
+15.73%/yr
(R2=0.959)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-09 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$33,268.68
2025-05-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2011-10-20
$68,883.40
2025-05-09
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD QQQ
2025 (YTD) −6.44% −5.90%
2024 +8.52% +22.06%
2023 +1.16% +49.84%
2022 −9.14% −36.68%
2021 +21.35% +19.04%
2020 +13.49% +46.63%
2019 +24.43% +35.86%
2018 −7.32% −1.99%
2017 +18.34% +29.91%
2016 +14.07% +4.92%
2015 −1.00% +8.64%
2014 +10.84% +18.30%
2013 +30.91% +34.60%
2012 +9.49% +16.10%
2011 +5.73% +0.40%
2010 +18.16%
2009 +50.60%
2008 −41.78%
2007 +14.35%
2006 +4.50%
2005 −1.77%
2004 +7.04%
2003 +46.89%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.07%

Drawdowns

Thu 2011-10-20? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
SCHD
×
−12.69% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ
×
−10.48% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund