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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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