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

Total Real Returns

SPHQ,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2005-12-06? to Fri 2026-05-22 YTD
Return
1 Year
Return
SPHQ
×
+9.91%
2026-05-22
+18.68%
2026-05-22
Invesco S&P 500 Quality ETF Exchange-Traded Fund
SPY
×
+6.45%
2026-05-22
+24.50%
2026-05-22
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2005-12-06? to Fri 2026-05-22 Overall
Return
Exponential
Trendline
SPHQ
×
+320.93%
+7.28%/yr
+8.82%/yr
(R2=0.859)
Invesco S&P 500 Quality ETF Exchange-Traded Fund
SPY
×
+407.91%
+8.27%/yr
+9.19%/yr
(R2=0.911)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2005-12-06? to Fri 2026-05-22 Start
Value
End
Value
SPHQ
×
$10,000.00
2005-12-06
$42,093.33
2026-05-22
Invesco S&P 500 Quality ETF Exchange-Traded Fund
SPY
×
$10,000.00
2005-12-06
$50,791.23
2026-05-22
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SPHQ SPY
2026 (YTD) +9.91% +6.45%
2025 +10.30% +14.65%
2024 +21.93% +21.39%
2023 +20.79% +22.09%
2022 −20.89% −23.15%
2021 +19.61% +20.27%
2020 +15.79% +16.74%
2019 +30.65% +28.29%
2018 −8.83% −6.35%
2017 +16.64% +19.19%
2016 +11.98% +9.73%
2015 +0.91% +0.50%
2014 +15.21% +12.61%
2013 +30.78% +30.35%
2012 +12.37% +14.01%
2011 +3.22% −1.04%
2010 +18.73% +13.36%
2009 +9.60% +23.01%
2008 −46.40% −36.85%
2007 +12.18% +1.01%
2006 +2.01% +13.00%
2005 −1.74% +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.41%
2001 −13.10%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.63%
1995 +34.61%
1994 −2.22%
1993 +6.22%

Drawdowns

Tue 2005-12-06? to Fri 2026-05-22 Current
Drawdown
Worst
Drawdown
SPHQ
×
−58.79%
2008-11-20
from 2007-10-29 peak
Invesco S&P 500 Quality ETF Exchange-Traded Fund
SPY
×
−0.42%
from 2026-05-14 peak
−55.97%
2009-03-09
from 2007-10-09 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year
2
Years
3
Years
5
Years
10
Years
SPHQ
×
+18.68% +32.68%
+15.20%/yr
+67.10%
+18.66%/yr
+58.29%
+9.62%/yr
+192.49%
+11.32%/yr
Invesco S&P 500 Quality ETF Exchange-Traded Fund
SPY
×
+24.50% +35.58%
+16.45%/yr
+68.47%
+18.98%/yr
+54.78%
+9.13%/yr
+206.97%
+11.86%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund