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 Mon 2026-02-09 YTD
Return
TRR
Price
SCHD
×
+14.00%
2026-02-09
4.12 TRR
2026-02-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+1.52%
2026-02-09
1.485 TRR
2026-02-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
+6.12%
2026-02-09
2.245 TRR
2026-02-09
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Mon 2026-02-09 Overall
Return
Exponential
Trendline
SCHD
×
+33.69%
+8.79%/yr
+6.10%/yr
(R2=0.642)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+48.47%
+12.15%/yr
+13.14%/yr
(R2=0.946)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
+45.11%
+11.41%/yr
+11.02%/yr
(R2=0.915)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Mon 2026-02-09 Start
Value
End
Value
SCHD
×
$10,000.00
2022-08-30
$13,368.87
2026-02-09
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$14,847.12
2026-02-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2022-08-30
$14,510.77
2026-02-09
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Annual Returns

Year SCHD SPYI DIVO
2026 (YTD) +14.00% +1.52% +6.12%
2025 +1.59% +13.64% +11.97%
2024 +8.54% +15.68% +12.95%
2023 +1.18% +14.29% +3.51%
2022 −9.14% −2.66% −7.44%
2021 +21.33% +14.77%
2020 +13.50% +10.90%
2019 +24.45% +22.12%
2018 −7.32% −4.99%
2017 +18.28% +18.91%
2016 +14.15% −0.57%
2015 −1.02%
2014 +10.84%
2013 +30.87%
2012 +9.50%
2011 +5.73%

Drawdowns

Tue 2022-08-30? to Mon 2026-02-09 Current
Drawdown
Worst
Drawdown
SCHD
×
−0.41% −17.34%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
−0.13% −16.85%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
0.00% −13.07%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund