All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20💬 to Mon 2026-10-26 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+357.11%
+10.65%/yr |
+9.22%/yr
R2=0.953 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+447.94%
+11.99%/yr |
+10.63%/yr
R2=0.967 |
||||
| State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+860.90%
+16.26%/yr |
+15.79%/yr
R2=0.969 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Mon 2026-10-26 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$45,711.24
2026-10-26 |
| SPY × |
$10,000.00
2011-10-20 |
$54,794.18
2026-10-26 |
| QQQ × |
$10,000.00
2011-10-20 |
$96,090.25
2026-10-26 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +26.48% | +29.86% |
| SPY × | +8.51% | +9.74% |
| QQQ × | +11.59% | +11.40% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−0.32%
on 2026-10-26 from 2026-10-22 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| SPY × |
−2.37%
on 2026-10-26 from 2026-08-13 peak |
−33.67%
on 2020-03-23 from 2020-02-19 peak |
| QQQ × |
−6.43%
on 2026-10-26 from 2026-10-06 peak |
−39.59%
on 2022-11-03 from 2021-11-19 peak |
| Period ending Mon 2026-10-26 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +29.86% |
+25.90% +12.21%/yr |
+57.84% +16.43%/yr |
+32.73% +5.83%/yr |
+154.40% +9.79%/yr |
| SPY × | +9.74% |
+26.33% +12.40%/yr |
+75.22% +20.56%/yr |
+46.75% +7.97%/yr |
+199.99% +11.61%/yr |
| QQQ × | +11.40% |
+35.69% +16.49%/yr |
+91.98% +24.28%/yr |
+58.26% +9.62%/yr |
+361.25% +16.52%/yr |
| Year | SCHD | SPY | QQQ |
|---|---|---|---|
| 2026 (YTD) | +26.48% | +8.51% | +11.59% |
| 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% | −36.67% |
| 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 | +18.34% | +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 | +9.49% | +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% | −1.80% |
| 2004 | — | +7.21% | +7.05% |
| 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% | — |
