All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2022-08-30? to Tue 2025-07-08 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−0.22%
2025-07-08 |
3.549 TRR
2025-07-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × |
+3.50%
2025-07-08 |
1.332 TRR
2025-07-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
DIVO × |
+5.70%
2025-07-08 |
1.997 TRR
2025-07-08 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Tue 2025-07-08 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+15.18%
+5.07%/yr |
+6.56%/yr
(R2=0.567) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × |
+33.18%
+10.56%/yr |
+12.42%/yr
(R2=0.908) |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
DIVO × |
+29.09%
+9.35%/yr |
+9.97%/yr
(R2=0.856) |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Tue 2025-07-08 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2022-08-30 |
$11,517.71
2025-07-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × |
$10,000.00
2022-08-30 |
$13,318.40
2025-07-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
DIVO × |
$10,000.00
2022-08-30 |
$12,908.60
2025-07-08 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Year | SCHD | SPYI | DIVO |
---|---|---|---|
2025 (YTD) | −0.22% | +3.50% | +5.70% |
2024 | +8.56% | +15.69% | +12.96% |
2023 | +1.12% | +14.27% | +3.48% |
2022 | −9.11% | −2.66% | −7.43% |
2021 | +21.31% | — | +14.77% |
2020 | +13.50% | — | +10.93% |
2019 | +24.48% | — | +22.09% |
2018 | −7.35% | — | −4.99% |
2017 | +18.36% | — | +18.94% |
2016 | +14.06% | — | −0.61% |
2015 | −1.01% | — | — |
2014 | +10.80% | — | — |
2013 | +30.96% | — | — |
2012 | +9.49% | — | — |
2011 | +5.73% | — | — |
Tue 2022-08-30? to Tue 2025-07-08 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −6.85% |
−17.32%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × | −0.47% |
−16.86%
2025-04-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
DIVO × | −0.86% |
−13.07%
2025-04-08 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||