All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2013-12-12💬 to Fri 2026-09-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+202.67%
+9.08%/yr |
+8.48%/yr
R2=0.934 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QYLD × |
+105.56%
+5.82%/yr |
+4.72%/yr
R2=0.820 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2013-12-12💬 to Fri 2026-09-11 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2013-12-12 |
$30,267.01
2026-09-11 |
| QYLD × |
$10,000.00
2013-12-12 |
$20,556.20
2026-09-11 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +22.19% | +23.41% |
| QYLD × | +8.88% | +18.24% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−3.26%
on 2026-09-11 from 2026-08-24 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| QYLD × |
−0.03%
on 2026-09-11 from 2026-09-08 peak |
−29.57%
on 2022-10-14 from 2021-11-19 peak |
| Period ending Fri 2026-09-11 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +23.41% |
+25.30% +11.94%/yr |
+42.00% +12.40%/yr |
+31.41% +5.61%/yr |
+146.83% +9.46%/yr |
| QYLD × | +18.24% |
+24.07% +11.39%/yr |
+38.79% +11.55%/yr |
+20.60% +3.82%/yr |
+88.28% +6.53%/yr |
| Year | SCHD | QYLD |
|---|---|---|
| 2026 (YTD) | +22.19% | +8.88% |
| 2025 | +1.62% | +6.46% |
| 2024 | +8.53% | +16.01% |
| 2023 | +1.16% | +18.81% |
| 2022 | −9.13% | −23.99% |
| 2021 | +21.34% | +3.15% |
| 2020 | +13.48% | +7.26% |
| 2019 | +24.45% | +19.95% |
| 2018 | −7.33% | −4.88% |
| 2017 | +18.34% | +16.33% |
| 2016 | +14.09% | +2.64% |
| 2015 | −1.02% | +6.39% |
| 2014 | +10.85% | +3.47% |
| 2013 | +30.91% | +2.00% |
| 2012 | +9.49% | — |
| 2011 | +5.73% | — |