All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20💬 to Fri 2026-06-05 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+15.13%
2026-06-05 |
+23.07%
2026-06-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+5.14%
2026-06-05 |
+21.05%
2026-06-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+11.41%
2026-06-05 |
+29.91%
2026-06-05 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-06-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+316.07%
+10.24%/yr |
+9.22%/yr
(R2=0.949) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+430.96%
+12.09%/yr |
+10.55%/yr
(R2=0.964) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+859.33%
+16.72%/yr |
+15.74%/yr
(R2=0.967) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-06-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$41,606.50
2026-06-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2011-10-20 |
$53,096.47
2026-06-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2011-10-20 |
$95,933.46
2026-06-05 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | SPY | QQQ |
|---|---|---|---|
| 2026 (YTD) | +15.13% | +5.14% | +11.41% |
| 2025 | +1.62% | +14.65% | +17.63% |
| 2024 | +8.53% | +21.39% | +22.06% |
| 2023 | +1.16% | +22.09% | +49.84% |
| 2022 | −9.13% | −23.15% | −36.68% |
| 2021 | +21.34% | +20.27% | +19.04% |
| 2020 | +13.48% | +16.74% | +46.63% |
| 2019 | +24.45% | +28.29% | +35.86% |
| 2018 | −7.33% | −6.35% | −2.00% |
| 2017 | +18.35% | +19.19% | +29.92% |
| 2016 | +14.09% | +9.73% | +4.92% |
| 2015 | −1.02% | +0.50% | +8.64% |
| 2014 | +10.85% | +12.61% | +18.29% |
| 2013 | +30.91% | +30.35% | +34.61% |
| 2012 | +9.50% | +14.01% | +16.10% |
| 2011 | +5.72% | −1.04% | +0.40% |
| 2010 | — | +13.36% | +18.14% |
| 2009 | — | +23.01% | +50.60% |
| 2008 | — | −36.85% | −41.78% |
| 2007 | — | +1.01% | +14.35% |
| 2006 | — | +13.00% | +4.51% |
| 2005 | — | +1.35% | −1.79% |
| 2004 | — | +7.21% | +7.04% |
| 2003 | — | +25.82% | +46.91% |
| 2002 | — | −23.41% | −38.82% |
| 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 | — | +34.61% | — |
| 1994 | — | −2.22% | — |
| 1993 | — | +6.22% | — |
| Thu 2011-10-20💬 to Fri 2026-06-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−1.76%
from 2026-05-22 peak |
−33.51%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
−2.93%
from 2026-06-02 peak |
−33.67%
2020-03-23 from 2020-02-19 peak |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
−5.54%
from 2026-06-02 peak |
−39.59%
2022-11-03 from 2021-11-19 peak |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-05 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +23.07% |
+25.66% +12.11%/yr |
+39.35% +11.69%/yr |
+20.19% +3.74%/yr |
+138.67% +9.08%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × | +21.05% |
+32.78% +15.24%/yr |
+63.37% +17.77%/yr |
+50.68% +8.54%/yr |
+196.82% +11.49%/yr |
|
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × | +29.91% |
+44.50% +20.22%/yr |
+84.07% +22.55%/yr |
+74.56% +11.78%/yr |
+395.04% +17.34%/yr |
|
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
