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