All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Thu 2025-05-15 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−4.10%
2025-05-15 |
3.411 TRR
2025-05-15 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
−0.68%
2025-05-15 |
10.72 TRR
2025-05-15 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
−0.02%
2025-05-15 |
6.144 TRR
2025-05-15 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-05-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+241.08%
+9.46%/yr |
+9.58%/yr
(R2=0.949) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+337.47%
+11.49%/yr |
+10.40%/yr
(R2=0.956) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+631.96%
+15.80%/yr |
+15.73%/yr
(R2=0.959) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-05-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$34,107.93
2025-05-15 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2011-10-20 |
$43,747.50
2025-05-15 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2011-10-20 |
$73,195.66
2025-05-15 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | SPY | QQQ |
|---|---|---|---|
| 2025 (YTD) | −4.10% | −0.68% | −0.02% |
| 2024 | +8.55% | +21.39% | +22.06% |
| 2023 | +1.16% | +22.09% | +49.84% |
| 2022 | −9.13% | −23.14% | −36.68% |
| 2021 | +21.31% | +20.27% | +19.04% |
| 2020 | +13.52% | +16.74% | +46.62% |
| 2019 | +24.46% | +28.29% | +35.86% |
| 2018 | −7.36% | −6.35% | −2.00% |
| 2017 | +18.38% | +19.19% | +29.92% |
| 2016 | +14.05% | +9.72% | +4.93% |
| 2015 | −1.00% | +0.50% | +8.63% |
| 2014 | +10.82% | +12.61% | +18.29% |
| 2013 | +30.92% | +30.35% | +34.61% |
| 2012 | +9.50% | +14.01% | +16.09% |
| 2011 | +5.72% | −1.04% | +0.41% |
| 2010 | — | +13.37% | +18.15% |
| 2009 | — | +23.00% | +50.60% |
| 2008 | — | −36.85% | −41.78% |
| 2007 | — | +1.01% | +14.34% |
| 2006 | — | +13.00% | +4.51% |
| 2005 | — | +1.35% | −1.78% |
| 2004 | — | +7.21% | +7.03% |
| 2003 | — | +25.82% | +46.90% |
| 2002 | — | −23.41% | −38.81% |
| 2001 | — | −13.10% | −34.37% |
| 2000 | — | −12.70% | −38.21% |
| 1999 | — | +17.24% | +75.07% |
| 1998 | — | +26.65% | — |
| 1997 | — | +31.25% | — |
| 1996 | — | +18.55% | — |
| 1995 | — | +34.64% | — |
| 1994 | — | −2.22% | — |
| 1993 | — | +6.28% | — |
| Thu 2011-10-20? to Thu 2025-05-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −10.47% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × | −4.12% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × | −4.89% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||