All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Thu 2025-04-24 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−6.44%
2025-04-24 |
3.328 TRR
2025-04-24 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
−7.81%
2025-04-24 |
9.951 TRR
2025-04-24 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
−9.79%
2025-04-24 |
5.544 TRR
2025-04-24 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-04-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+232.77%
+9.31%/yr |
+9.62%/yr
(R2=0.949) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+306.04%
+10.93%/yr |
+10.42%/yr
(R2=0.955) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+560.38%
+14.99%/yr |
+15.75%/yr
(R2=0.959) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-04-24 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$33,277.25
2025-04-24 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2011-10-20 |
$40,603.83
2025-04-24 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2011-10-20 |
$66,037.87
2025-04-24 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | SPY | QQQ |
|---|---|---|---|
| 2025 (YTD) | −6.44% | −7.81% | −9.79% |
| 2024 | +8.53% | +21.39% | +22.06% |
| 2023 | +1.16% | +22.09% | +49.84% |
| 2022 | −9.11% | −23.15% | −36.68% |
| 2021 | +21.32% | +20.27% | +19.04% |
| 2020 | +13.50% | +16.74% | +46.63% |
| 2019 | +24.46% | +28.29% | +35.85% |
| 2018 | −7.38% | −6.35% | −2.00% |
| 2017 | +18.35% | +19.19% | +29.92% |
| 2016 | +14.09% | +9.72% | +4.92% |
| 2015 | −1.00% | +0.50% | +8.64% |
| 2014 | +10.85% | +12.62% | +18.29% |
| 2013 | +30.93% | +30.35% | +34.61% |
| 2012 | +9.49% | +14.02% | +16.10% |
| 2011 | +5.73% | −1.04% | +0.40% |
| 2010 | — | +13.36% | +18.14% |
| 2009 | — | +23.01% | +50.62% |
| 2008 | — | −36.85% | −41.78% |
| 2007 | — | +1.01% | +14.35% |
| 2006 | — | +13.00% | +4.51% |
| 2005 | — | +1.36% | −1.79% |
| 2004 | — | +7.20% | +7.04% |
| 2003 | — | +25.82% | +46.91% |
| 2002 | — | −23.41% | −38.82% |
| 2001 | — | −13.10% | −34.36% |
| 2000 | — | −12.70% | −38.21% |
| 1999 | — | +17.25% | +75.09% |
| 1998 | — | +26.64% | — |
| 1997 | — | +31.25% | — |
| 1996 | — | +18.56% | — |
| 1995 | — | +34.62% | — |
| 1994 | — | −2.21% | — |
| 1993 | — | +6.28% | — |
| Thu 2011-10-20? to Thu 2025-04-24 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −12.67% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × | −11.00% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × | −14.18% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||