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

Total Real Returns

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

Tue 2020-10-13? to Fri 2025-05-30 YTD
Return
TRR
Price
SPLG
×
−0.93%
2025-05-30
4.32 TRR
2025-05-30
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
QQQM
×
−0.10%
2025-05-30
1.473 TRR
2025-05-30
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SCHD
×
−5.08%
2025-05-30
3.375 TRR
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Tue 2020-10-13? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
SPLG
×
+45.96%
+8.52%/yr
+5.98%/yr
(R2=0.376)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
QQQM
×
+47.26%
+8.72%/yr
+6.88%/yr
(R2=0.276)
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SCHD
×
+27.35%
+5.36%/yr
+2.16%/yr
(R2=0.158)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Tue 2020-10-13? to Fri 2025-05-30 Start
Value
End
Value
SPLG
×
$10,000.00
2020-10-13
$14,595.79
2025-05-30
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
QQQM
×
$10,000.00
2020-10-13
$14,726.15
2025-05-30
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2020-10-13
$12,734.79
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPLG QQQM SCHD
2025 (YTD) −0.93% −0.10% −5.08%
2024 +21.49% +22.16% +8.50%
2023 +22.16% +50.00% +1.19%
2022 −23.07% −36.62% −9.15%
2021 +20.32% +19.06% +21.33%
2020 +16.89% +6.61% +13.50%
2019 +29.05% +24.43%
2018 −6.56% −7.30%
2017 +18.76% +18.29%
2016 +9.58% +14.12%
2015 +0.40% −1.00%
2014 +12.85% +10.81%
2013 +31.21% +30.92%
2012 +13.14% +9.49%
2011 −1.20% +5.73%
2010 +14.14%
2009 +23.86%
2008 −36.93%
2007 +1.57%
2006 +11.75%
2005 +2.87%

Drawdowns

Tue 2020-10-13? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
SPLG
×
−4.36% −29.16%
2022-10-12
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
QQQM
×
−4.97% −39.52%
2022-11-03
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
SCHD
×
−11.41% −21.69%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund