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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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