All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Mon 2025-06-09 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−3.41%
2025-06-09 |
3.435 TRR
2025-06-09 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+0.71%
2025-06-09 |
10.87 TRR
2025-06-09 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+2.03%
2025-06-09 |
6.269 TRR
2025-06-09 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Mon 2025-06-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+243.52%
+9.47%/yr |
+9.55%/yr
(R2=0.948) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+343.59%
+11.54%/yr |
+10.40%/yr
(R2=0.956) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+646.94%
+15.89%/yr |
+15.71%/yr
(R2=0.959) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Mon 2025-06-09 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$34,351.64
2025-06-09 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2011-10-20 |
$44,358.63
2025-06-09 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2011-10-20 |
$74,693.88
2025-06-09 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | SPY | QQQ |
|---|---|---|---|
| 2025 (YTD) | −3.41% | +0.71% | +2.03% |
| 2024 | +8.54% | +21.39% | +22.06% |
| 2023 | +1.15% | +22.09% | +49.84% |
| 2022 | −9.15% | −23.15% | −36.68% |
| 2021 | +21.37% | +20.27% | +19.04% |
| 2020 | +13.44% | +16.74% | +46.62% |
| 2019 | +24.47% | +28.29% | +35.86% |
| 2018 | −7.35% | −6.36% | −2.00% |
| 2017 | +18.34% | +19.19% | +29.92% |
| 2016 | +14.11% | +9.73% | +4.92% |
| 2015 | −1.00% | +0.50% | +8.64% |
| 2014 | +10.80% | +12.61% | +18.28% |
| 2013 | +30.94% | +30.35% | +34.62% |
| 2012 | +9.50% | +14.02% | +16.09% |
| 2011 | +5.72% | −1.05% | +0.41% |
| 2010 | — | +13.36% | +18.13% |
| 2009 | — | +23.00% | +50.62% |
| 2008 | — | −36.85% | −41.79% |
| 2007 | — | +1.01% | +14.36% |
| 2006 | — | +13.00% | +4.51% |
| 2005 | — | +1.35% | −1.78% |
| 2004 | — | +7.21% | +7.03% |
| 2003 | — | +25.82% | +46.91% |
| 2002 | — | −23.41% | −38.83% |
| 2001 | — | −13.10% | −34.36% |
| 2000 | — | −12.70% | −38.21% |
| 1999 | — | +17.24% | +75.07% |
| 1998 | — | +26.65% | — |
| 1997 | — | +31.24% | — |
| 1996 | — | +18.55% | — |
| 1995 | — | +34.64% | — |
| 1994 | — | −2.22% | — |
| 1993 | — | +6.29% | — |
| Thu 2011-10-20? to Mon 2025-06-09 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −9.84% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × | −2.78% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × | −2.94% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||