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