All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2012-10-18? to Wed 2024-10-16 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPHD × |
+20.19%
2024-10-16 |
2.351 TRR
2024-10-16 |
||||
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund | ||||||
SCHD × |
+13.34%
2024-10-16 |
1.234 TRR
2024-10-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2012-10-18? to Wed 2024-10-16 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPHD × |
+135.07%
+7.39%/yr |
+5.49%/yr
(R2=0.738) |
||||
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund | ||||||
SCHD × |
+215.96%
+10.07%/yr |
+9.33%/yr
(R2=0.938) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2012-10-18? to Wed 2024-10-16 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPHD × |
$10,000.00
2012-10-18 |
$23,506.91
2024-10-16 |
||||
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2012-10-18 |
$31,596.27
2024-10-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SPHD | SCHD |
---|---|---|
2024 (YTD) | +20.19% | +13.34% |
2023 | −1.96% | +1.15% |
2022 | −5.54% | −9.12% |
2021 | +16.76% | +21.33% |
2020 | −11.18% | +13.45% |
2019 | +17.56% | +24.49% |
2018 | −7.91% | −7.35% |
2017 | +9.58% | +18.35% |
2016 | +19.89% | +14.12% |
2015 | +4.40% | −1.07% |
2014 | +19.09% | +10.89% |
2013 | +19.06% | +30.89% |
2012 | −3.27% | +9.50% |
2011 | — | −64.88% |
Thu 2012-10-18? to Wed 2024-10-16 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPHD × | 0.00% |
−41.56%
2020-03-23 |
||||
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund | ||||||
SCHD × | 0.00% |
−33.53%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||