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 2025-05-16 YTD
Return 		TRR
Price
SCHD × 		−3.45%
2025-05-16 		3.434 TRR
2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ × 		+0.41%
2025-05-16 		6.17 TRR
2025-05-16
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

SCHD,QQQ - Total Real Return Chart
Date
--
SCHD
--
SCHD (Trendline)
--
QQQ
--
QQQ (Trendline)
--
Thu 2011-10-20? to Fri 2025-05-16 Overall
Return 		Exponential
Trendline
SCHD × 		+243.40%
+9.52%/yr 		+9.58%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ × 		+635.04%
+15.83%/yr 		+15.73%/yr
(R2=0.959)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-16 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$34,340.30
2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ × 		$10,000.00
2011-10-20 		$73,503.88
2025-05-16
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD QQQ
2025 (YTD) −3.45% +0.41%
2024 +8.55% +22.06%
2023 +1.16% +49.84%
2022 −9.13% −36.68%
2021 +21.31% +19.04%
2020 +13.46% +46.63%
2019 +24.44% +35.86%
2018 −7.30% −2.00%
2017 +18.38% +29.92%
2016 +14.05% +4.92%
2015 −1.00% +8.63%
2014 +10.82% +18.29%
2013 +30.92% +34.61%
2012 +9.49% +16.10%
2011 +5.73% +0.40%
2010 — +18.14%
2009 — +50.62%
2008 — −41.79%
2007 — +14.36%
2006 — +4.50%
2005 — −1.78%
2004 — +7.04%
2003 — +46.90%
2002 — −38.82%
2001 — −34.36%
2000 — −38.21%
1999 — +75.08%

Drawdowns

SCHD,QQQ - Total Real Return Drawdowns Chart
Date
--
SCHD
--
QQQ
--
Thu 2011-10-20? to Fri 2025-05-16 Current
Drawdown 		Worst
Drawdown
SCHD × 		−9.86% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ × 		−4.48% −39.59%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund