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 2026-01-09 YTD
Return
TRR
Price
SCHD
×
+4.01%
2026-01-09
3.751 TRR
2026-01-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+1.20%
2026-01-09
1.477 TRR
2026-01-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
+2.13%
2026-01-09
2.155 TRR
2026-01-09
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2026-01-09 Overall
Return
Exponential
Trendline
SCHD
×
+21.75%
+6.03%/yr
+5.83%/yr
(R2=0.617)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+47.67%
+12.29%/yr
+13.03%/yr
(R2=0.943)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
+39.38%
+10.38%/yr
+10.87%/yr
(R2=0.910)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2026-01-09 Start
Value
End
Value
SCHD
×
$10,000.00
2022-08-30
$12,174.84
2026-01-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$14,766.80
2026-01-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2022-08-30
$13,938.09
2026-01-09
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Annual Returns

Year SCHD SPYI DIVO
2026 (YTD) +4.01% +1.20% +2.13%
2025 +1.40% +13.37% +11.72%
2024 +8.54% +15.70% +12.98%
2023 +1.14% +14.26% +3.49%
2022 −9.14% −2.64% −7.46%
2021 +21.38% +14.80%
2020 +13.44% +10.88%
2019 +24.43% +22.11%
2018 −7.31% −4.97%
2017 +18.35% +18.88%
2016 +14.06% −0.57%
2015 −1.02%
2014 +10.83%
2013 +30.96%
2012 +9.49%
2011 +5.73%

Drawdowns

Tue 2022-08-30? to Fri 2026-01-09 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.55% −17.31%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
0.00% −16.84%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
−1.54% −13.06%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund