All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Wed 2025-05-14 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPLG × |
−1.14%
2025-05-14 |
4.311 TRR
2025-05-14 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
−5.63%
2025-05-14 |
3.357 TRR
2025-05-14 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Wed 2025-05-14 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPLG × |
+339.35%
+11.53%/yr |
+10.41%/yr
(R2=0.954) |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
+235.70%
+9.34%/yr |
+9.56%/yr
(R2=0.947) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Wed 2025-05-14 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPLG × |
$10,000.00
2011-10-20 |
$43,935.16
2025-05-14 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$33,570.05
2025-05-14 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SPLG | SCHD |
---|---|---|
2025 (YTD) | −1.14% | −5.63% |
2024 | +21.50% | +8.55% |
2023 | +22.17% | +1.16% |
2022 | −23.08% | −9.13% |
2021 | +20.32% | +21.31% |
2020 | +16.88% | +13.52% |
2019 | +29.05% | +24.46% |
2018 | −6.56% | −7.36% |
2017 | +18.78% | +18.38% |
2016 | +9.55% | +14.05% |
2015 | +0.43% | −1.00% |
2014 | +12.82% | +10.82% |
2013 | +31.17% | +30.94% |
2012 | +13.22% | +9.49% |
2011 | −1.20% | +5.73% |
2010 | +14.16% | — |
2009 | +23.90% | — |
2008 | −36.97% | — |
2007 | +1.57% | — |
2006 | +11.76% | — |
2005 | +2.87% | — |
Thu 2011-10-20? to Wed 2025-05-14 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPLG × | −4.57% |
−33.82%
2020-03-23 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHD × | −11.89% |
−33.48%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||