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 Thu 2025-06-12 YTD
Return
TRR
Price
SPHD
×
−1.36%
2025-06-12
2.215 TRR
2025-06-12
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
−2.10%
2025-06-12
3.482 TRR
2025-06-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2012-10-18? to Thu 2025-06-12 Overall
Return
Exponential
Trendline
SPHD
×
+121.46%
+6.49%/yr
+5.42%/yr
(R2=0.762)
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
+196.17%
+8.96%/yr
+9.09%/yr
(R2=0.940)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2012-10-18? to Thu 2025-06-12 Start
Value
End
Value
SPHD
×
$10,000.00
2012-10-18
$22,146.16
2025-06-12
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2012-10-18
$29,617.45
2025-06-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPHD SCHD
2025 (YTD) −1.36% −2.10%
2024 +14.78% +8.53%
2023 −1.97% +1.15%
2022 −5.52% −9.14%
2021 +16.75% +21.36%
2020 −11.17% +13.49%
2019 +17.57% +24.40%
2018 −7.92% −7.29%
2017 +9.56% +18.34%
2016 +19.90% +14.11%
2015 +4.42% −1.07%
2014 +19.08% +10.88%
2013 +19.02% +30.90%
2012 −3.24% +9.49%
2011 +5.73%

Drawdowns

Thu 2012-10-18? to Thu 2025-06-12 Current
Drawdown
Worst
Drawdown
SPHD
×
−7.67% −41.55%
2020-03-23
Invesco S&P 500 High Dividend Low Volatility ETF Exchange-Traded Fund
SCHD
×
−8.62% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund