All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHD,SPYI,DIVO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2022-08-30? to Fri 2026-05-15 YTD
Return
TRR
Price
SCHD
×
+13.30%
2026-05-15
4.095 TRR
2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+3.08%
2026-05-15
1.507 TRR
2026-05-15
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
+0.66%
2026-05-15
2.129 TRR
2026-05-15
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2026-05-15 Overall
Return
Exponential
Trendline
SCHD
×
+32.90%
+7.97%/yr
+7.06%/yr
(R2=0.710)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+50.75%
+11.71%/yr
+12.93%/yr
(R2=0.952)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
+37.65%
+9.00%/yr
+11.00%/yr
(R2=0.928)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2026-05-15 Start
Value
End
Value
SCHD
×
$10,000.00
2022-08-30
$13,289.70
2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$15,074.80
2026-05-15
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2022-08-30
$13,765.21
2026-05-15
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Annual Returns

Year SCHD SPYI DIVO
2026 (YTD) +13.30% +3.08% +0.66%
2025 +1.62% +13.63% +11.97%
2024 +8.53% +15.70% +12.96%
2023 +1.16% +14.27% +3.49%
2022 −9.13% −2.66% −7.45%
2021 +21.34% +14.80%
2020 +13.48% +10.90%
2019 +24.45% +22.11%
2018 −7.33% −4.99%
2017 +18.35% +18.89%
2016 +14.09% −0.58%
2015 −1.02%
2014 +10.85%
2013 +30.91%
2012 +9.50%
2011 +5.72%

Drawdowns

Tue 2022-08-30? to Fri 2026-05-15 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.56%
from 2026-03-02 peak
−17.32%
2025-04-08
from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
−0.73%
from 2026-05-14 peak
−16.85%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
−4.90%
from 2026-02-09 peak
−13.07%
2025-04-08
from 2024-11-29 peak
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-15 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+20.06% +20.48%
+9.77%/yr
+38.04%
+11.34%/yr
+18.06%
+3.38%/yr
+138.89%
+9.09%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+17.69% +28.54%
+13.39%/yr
+45.66%
+13.35%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
+10.67% +19.59%
+9.36%/yr
+34.86%
+10.48%/yr
+28.39%
+5.12%/yr
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund