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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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