All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Fri 2025-10-03 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+0.29%
2025-10-03 |
3.566 TRR
2025-10-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+11.92%
2025-10-03 |
12.08 TRR
2025-10-03 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+15.07%
2025-10-03 |
7.071 TRR
2025-10-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-10-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+256.62%
+9.54%/yr |
+9.39%/yr
(R2=0.947) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+392.94%
+12.11%/yr |
+10.44%/yr
(R2=0.959) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+742.43%
+16.50%/yr |
+15.71%/yr
(R2=0.962) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-10-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$35,662.24
2025-10-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2011-10-20 |
$49,293.61
2025-10-03 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2011-10-20 |
$84,243.02
2025-10-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | SPY | QQQ |
|---|---|---|---|
| 2025 (YTD) | +0.29% | +11.92% | +15.07% |
| 2024 | +8.54% | +21.39% | +22.06% |
| 2023 | +1.12% | +22.09% | +49.84% |
| 2022 | −9.12% | −23.15% | −36.68% |
| 2021 | +21.35% | +20.26% | +19.04% |
| 2020 | +13.47% | +16.74% | +46.63% |
| 2019 | +24.45% | +28.29% | +35.85% |
| 2018 | −7.30% | −6.35% | −1.99% |
| 2017 | +18.31% | +19.19% | +29.91% |
| 2016 | +14.08% | +9.73% | +4.93% |
| 2015 | −1.01% | +0.50% | +8.64% |
| 2014 | +10.82% | +12.61% | +18.29% |
| 2013 | +30.94% | +30.35% | +34.62% |
| 2012 | +9.49% | +14.02% | +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% | −1.78% |
| 2004 | — | +7.20% | +7.04% |
| 2003 | — | +25.82% | +46.90% |
| 2002 | — | −23.41% | −38.81% |
| 2001 | — | −13.11% | −34.36% |
| 2000 | — | −12.70% | −38.21% |
| 1999 | — | +17.24% | +75.08% |
| 1998 | — | +26.65% | — |
| 1997 | — | +31.24% | — |
| 1996 | — | +18.57% | — |
| 1995 | — | +34.64% | — |
| 1994 | — | −2.22% | — |
| 1993 | — | +6.30% | — |
| Thu 2011-10-20? to Fri 2025-10-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −6.39% |
−33.53%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × | −0.01% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × | −0.43% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||