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)

×
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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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