All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Fri 2025-07-18 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+5.32%
2025-07-18 |
4.592 TRR
2025-07-18 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × |
+8.45%
2025-07-18 |
2.829 TRR
2025-07-18 |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
−1.53%
2025-07-18 |
3.502 TRR
2025-07-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-07-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+368.23%
+11.89%/yr |
+10.42%/yr
(R2=0.955) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × |
+475.90%
+13.59%/yr |
+12.19%/yr
(R2=0.947) |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
+250.23%
+9.55%/yr |
+9.46%/yr
(R2=0.945) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-07-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2011-10-20 |
$46,823.08
2025-07-18 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × |
$10,000.00
2011-10-20 |
$57,590.29
2025-07-18 |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$35,022.68
2025-07-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SPLG | SPYG | SCHD |
|---|---|---|---|
| 2025 (YTD) | +5.32% | +8.45% | −1.53% |
| 2024 | +21.49% | +32.19% | +8.54% |
| 2023 | +22.16% | +25.81% | +1.16% |
| 2022 | −23.07% | −33.71% | −9.13% |
| 2021 | +20.32% | +23.33% | +21.31% |
| 2020 | +16.90% | +31.68% | +13.46% |
| 2019 | +29.02% | +27.91% | +24.49% |
| 2018 | −6.55% | −1.98% | −7.33% |
| 2017 | +18.80% | +24.61% | +18.31% |
| 2016 | +9.52% | +4.67% | +14.11% |
| 2015 | +0.43% | +4.29% | −1.00% |
| 2014 | +12.83% | +13.97% | +10.86% |
| 2013 | +31.20% | +30.61% | +30.88% |
| 2012 | +13.18% | +12.23% | +9.50% |
| 2011 | −1.19% | +1.62% | +5.73% |
| 2010 | +14.19% | +14.57% | — |
| 2009 | +23.82% | +33.39% | — |
| 2008 | −36.95% | −37.49% | — |
| 2007 | +1.57% | +6.40% | — |
| 2006 | +11.79% | +6.31% | — |
| 2005 | +2.86% | −0.62% | — |
| 2004 | — | +1.96% | — |
| 2003 | — | +26.00% | — |
| 2002 | — | −33.72% | — |
| 2001 | — | −27.03% | — |
| 2000 | — | −24.58% | — |
| Thu 2011-10-20? to Fri 2025-07-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −0.04% |
−33.82%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × | 0.00% |
−36.99%
2022-11-03 |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × | −8.06% |
−33.55%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||