All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Tue 2026-05-12 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+13.48%
2026-05-12 |
4.101 TRR
2026-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+5.49%
2026-05-12 |
13.05 TRR
2026-05-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+12.03%
2026-05-12 |
8.098 TRR
2026-05-12 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Tue 2026-05-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+310.12%
+10.18%/yr |
+9.23%/yr
(R2=0.949) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+432.73%
+12.18%/yr |
+10.53%/yr
(R2=0.964) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+864.67%
+16.84%/yr |
+15.72%/yr
(R2=0.966) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Tue 2026-05-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$41,011.83
2026-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2011-10-20 |
$53,272.91
2026-05-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2011-10-20 |
$96,467.45
2026-05-12 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | SPY | QQQ |
|---|---|---|---|
| 2026 (YTD) | +13.48% | +5.49% | +12.03% |
| 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 Tue 2026-05-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −1.41% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × | −0.16% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × | −0.86% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Period ending Tue 2026-05-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × |
+20.19%/yr +20.18% total |
+10.40%/yr +21.93% total |
+11.47%/yr +38.52% total |
+3.95%/yr +21.37% total |
+9.00%/yr +136.81% total |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+23.34%/yr +23.32% total |
+16.84%/yr +36.60% total |
+19.28%/yr +69.73% total |
+9.39%/yr +56.63% total |
+11.70%/yr +202.32% total |
|
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+34.77%/yr +34.74% total |
+23.31%/yr +52.18% total |
+26.34%/yr +101.68% total |
+13.07%/yr +84.76% total |
+17.83%/yr +415.94% total |
|
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||