All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Thu 2025-09-11 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+0.62%
2025-09-11 |
3.579 TRR
2025-09-11 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+9.87%
2025-09-11 |
11.86 TRR
2025-09-11 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+11.49%
2025-09-11 |
6.851 TRR
2025-09-11 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-09-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+257.86%
+9.61%/yr |
+9.42%/yr
(R2=0.947) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+383.91%
+12.02%/yr |
+10.42%/yr
(R2=0.958) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+716.21%
+16.31%/yr |
+15.70%/yr
(R2=0.961) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-09-11 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$35,786.21
2025-09-11 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2011-10-20 |
$48,390.73
2025-09-11 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2011-10-20 |
$81,621.02
2025-09-11 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | SPY | QQQ |
|---|---|---|---|
| 2025 (YTD) | +0.62% | +9.87% | +11.49% |
| 2024 | +8.55% | +21.39% | +22.06% |
| 2023 | +1.16% | +22.09% | +49.84% |
| 2022 | −9.13% | −23.14% | −36.67% |
| 2021 | +21.31% | +20.26% | +19.04% |
| 2020 | +13.52% | +16.74% | +46.63% |
| 2019 | +24.38% | +28.29% | +35.85% |
| 2018 | −7.30% | −6.35% | −1.99% |
| 2017 | +18.38% | +19.19% | +29.92% |
| 2016 | +14.05% | +9.73% | +4.92% |
| 2015 | −1.00% | +0.50% | +8.64% |
| 2014 | +10.82% | +12.61% | +18.29% |
| 2013 | +30.92% | +30.35% | +34.60% |
| 2012 | +9.49% | +14.01% | +16.11% |
| 2011 | +5.73% | −1.04% | +0.40% |
| 2010 | — | +13.36% | +18.15% |
| 2009 | — | +23.00% | +50.58% |
| 2008 | — | −36.85% | −41.77% |
| 2007 | — | +1.01% | +14.34% |
| 2006 | — | +13.00% | +4.51% |
| 2005 | — | +1.35% | −1.79% |
| 2004 | — | +7.21% | +7.04% |
| 2003 | — | +25.81% | +46.90% |
| 2002 | — | −23.40% | −38.82% |
| 2001 | — | −13.10% | −34.36% |
| 2000 | — | −12.70% | −38.21% |
| 1999 | — | +17.24% | +75.09% |
| 1998 | — | +26.65% | — |
| 1997 | — | +31.24% | — |
| 1996 | — | +18.57% | — |
| 1995 | — | +34.63% | — |
| 1994 | — | −2.22% | — |
| 1993 | — | +6.29% | — |
| Thu 2011-10-20? to Thu 2025-09-11 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −6.07% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × | 0.00% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × | 0.00% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||