All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+11.13%
2026-04-02 |
4.017 TRR
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
−4.60%
2026-04-02 |
11.8 TRR
2026-04-02 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
−5.68%
2026-04-02 |
6.818 TRR
2026-04-02 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+301.68%
+10.10%/yr |
+9.24%/yr
(R2=0.948) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+381.77%
+11.49%/yr |
+10.52%/yr
(R2=0.963) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+712.25%
+15.60%/yr |
+15.72%/yr
(R2=0.965) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$40,168.24
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2011-10-20 |
$48,176.74
2026-04-02 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2011-10-20 |
$81,224.66
2026-04-02 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | SPY | QQQ |
|---|---|---|---|
| 2026 (YTD) | +11.13% | −4.60% | −5.68% |
| 2025 | +1.63% | +14.65% | +17.63% |
| 2024 | +8.54% | +21.39% | +22.06% |
| 2023 | +1.18% | +22.09% | +49.84% |
| 2022 | −9.14% | −23.15% | −36.67% |
| 2021 | +21.34% | +20.26% | +19.04% |
| 2020 | +13.45% | +16.74% | +46.63% |
| 2019 | +24.45% | +28.29% | +35.86% |
| 2018 | −7.32% | −6.35% | −2.00% |
| 2017 | +18.36% | +19.19% | +29.92% |
| 2016 | +14.07% | +9.73% | +4.93% |
| 2015 | −1.02% | +0.50% | +8.64% |
| 2014 | +10.84% | +12.61% | +18.29% |
| 2013 | +30.92% | +30.35% | +34.61% |
| 2012 | +9.50% | +14.01% | +16.10% |
| 2011 | +5.72% | −1.04% | +0.41% |
| 2010 | — | +13.35% | +18.14% |
| 2009 | — | +23.01% | +50.61% |
| 2008 | — | −36.85% | −41.78% |
| 2007 | — | +1.01% | +14.35% |
| 2006 | — | +13.00% | +4.50% |
| 2005 | — | +1.36% | −1.77% |
| 2004 | — | +7.21% | +7.03% |
| 2003 | — | +25.82% | +46.93% |
| 2002 | — | −23.41% | −38.83% |
| 2001 | — | −13.10% | −34.36% |
| 2000 | — | −12.70% | −38.21% |
| 1999 | — | +17.24% | +75.08% |
| 1998 | — | +26.65% | — |
| 1997 | — | +31.24% | — |
| 1996 | — | +18.63% | — |
| 1995 | — | +34.60% | — |
| 1994 | — | −2.22% | — |
| 1993 | — | +6.23% | — |
| Thu 2011-10-20? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −3.47% |
−33.48%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × | −6.28% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × | −8.62% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||