All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2015-10-12💬 to Fri 2026-11-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+181.63%
+9.81%/yr |
+7.91%/yr
R2=0.861 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPY × |
+207.03%
+10.67%/yr |
+10.23%/yr
R2=0.905 |
||||
| State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SPMO × |
+296.77%
+13.26%/yr |
+13.76%/yr
R2=0.882 |
||||
| Invesco S&P 500 Momentum ETF Exchange-Traded Fund | ||||||
| Mon 2015-10-12💬 to Fri 2026-11-06 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2015-10-12 |
$28,162.77
2026-11-06 |
| SPY × |
$10,000.00
2015-10-12 |
$30,703.48
2026-11-06 |
| SPMO × |
$10,000.00
2015-10-12 |
$39,677.01
2026-11-06 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +25.88% | +31.67% |
| SPY × | +4.13% | +6.36% |
| SPMO × | +0.51% | +1.87% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−2.89%
on 2026-11-06 from 2026-11-04 peak |
−33.51%
on 2020-03-23 from 2020-01-23 peak |
| SPY × |
−6.31%
on 2026-11-06 from 2026-08-13 peak |
−33.67%
on 2020-03-23 from 2020-02-19 peak |
| SPMO × |
−23.82%
on 2026-11-06 from 2026-06-30 peak |
−30.90%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Fri 2026-11-06 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +31.67% |
+21.47% +10.21%/yr |
+53.06% +15.24%/yr |
+30.85% +5.53%/yr |
+157.82% +9.93%/yr |
| SPY × | +6.36% |
+18.79% +8.99%/yr |
+59.14% +16.75%/yr |
+37.35% +6.55%/yr |
+195.04% +11.43%/yr |
| SPMO × | +1.87% |
+23.60% +11.17%/yr |
+95.62% +25.07%/yr |
+65.52% +10.60%/yr |
+274.95% +14.13%/yr |
| Year | SCHD | SPY | SPMO |
|---|---|---|---|
| 2026 (YTD) | +25.88% | +4.13% | +0.51% |
| 2025 | +1.62% | +14.65% | +23.28% |
| 2024 | +8.53% | +21.39% | +41.73% |
| 2023 | +1.16% | +22.09% | +13.76% |
| 2022 | −9.13% | −23.15% | −15.90% |
| 2021 | +21.34% | +20.27% | +14.58% |
| 2020 | +13.48% | +16.74% | +26.53% |
| 2019 | +24.45% | +28.29% | +23.11% |
| 2018 | −7.33% | −6.35% | −2.77% |
| 2017 | +18.34% | +19.19% | +25.12% |
| 2016 | +14.09% | +9.73% | +5.35% |
| 2015 | −1.02% | +0.50% | +3.24% |
| 2014 | +10.85% | +12.61% | — |
| 2013 | +30.91% | +30.35% | — |
| 2012 | +9.49% | +14.01% | — |
| 2011 | +5.72% | −1.04% | — |
| 2010 | — | +13.36% | — |
| 2009 | — | +23.01% | — |
| 2008 | — | −36.85% | — |
| 2007 | — | +1.01% | — |
| 2006 | — | +13.00% | — |
| 2005 | — | +1.35% | — |
| 2004 | — | +7.21% | — |
| 2003 | — | +25.82% | — |
| 2002 | — | −23.41% | — |
| 2001 | — | −13.10% | — |
| 2000 | — | −12.70% | — |
| 1999 | — | +17.24% | — |
| 1998 | — | +26.65% | — |
| 1997 | — | +31.24% | — |
| 1996 | — | +18.63% | — |
| 1995 | — | +34.61% | — |
| 1994 | — | −2.22% | — |
| 1993 | — | +6.22% | — |
