All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2022-12-30 to Fri 2025-08-08 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−2.18%
2025-08-08 |
3.479 TRR
2025-08-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
QQQ × |
+9.94%
2025-08-08 |
6.755 TRR
2025-08-08 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Fri 2022-12-30 to Fri 2025-08-08 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+7.39%
+2.77%/yr |
+7.05%/yr
(R2=0.571) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
QQQ × |
+101.07%
+30.73%/yr |
+24.16%/yr
(R2=0.875) |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Fri 2022-12-30 to Fri 2025-08-08 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2022-12-30 |
$10,739.11
2025-08-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
QQQ × |
$10,000.00
2022-12-30 |
$20,107.44
2025-08-08 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | QQQ |
---|---|---|
2025 (YTD) | −2.18% | +9.94% |
2024 | +8.53% | +22.06% |
2023 | +1.16% | +49.84% |
2022 | −9.15% | −36.68% |
2021 | +21.37% | +19.04% |
2020 | +13.44% | +46.63% |
2019 | +24.44% | +35.86% |
2018 | −7.32% | −2.00% |
2017 | +18.35% | +29.93% |
2016 | +14.09% | +4.92% |
2015 | −1.00% | +8.64% |
2014 | +10.85% | +18.29% |
2013 | +30.91% | +34.60% |
2012 | +9.49% | +16.10% |
2011 | +5.73% | +0.41% |
2010 | — | +18.13% |
2009 | — | +50.60% |
2008 | — | −41.78% |
2007 | — | +14.36% |
2006 | — | +4.50% |
2005 | — | −1.77% |
2004 | — | +7.04% |
2003 | — | +46.91% |
2002 | — | −38.83% |
2001 | — | −34.36% |
2000 | — | −38.21% |
1999 | — | +75.07% |
Fri 2022-12-30 to Fri 2025-08-08 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −8.70% |
−17.32%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
QQQ × | 0.00% |
−23.54%
2025-04-08 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||