All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Wed 2025-06-18 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+0.30%
2025-06-18 |
4.373 TRR
2025-06-18 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × |
+1.97%
2025-06-18 |
2.66 TRR
2025-06-18 |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
−3.51%
2025-06-18 |
3.432 TRR
2025-06-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Wed 2025-06-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+345.94%
+11.56%/yr |
+10.41%/yr
(R2=0.955) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × |
+441.34%
+13.16%/yr |
+12.18%/yr
(R2=0.946) |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
+243.17%
+9.45%/yr |
+9.50%/yr
(R2=0.946) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Wed 2025-06-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2011-10-20 |
$44,593.91
2025-06-18 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × |
$10,000.00
2011-10-20 |
$54,134.05
2025-06-18 |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$34,316.63
2025-06-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SPLG | SPYG | SCHD |
|---|---|---|---|
| 2025 (YTD) | +0.30% | +1.97% | −3.51% |
| 2024 | +21.50% | +32.20% | +8.53% |
| 2023 | +22.16% | +25.81% | +1.15% |
| 2022 | −23.07% | −33.70% | −9.14% |
| 2021 | +20.31% | +23.34% | +21.35% |
| 2020 | +16.89% | +31.67% | +13.48% |
| 2019 | +29.04% | +27.92% | +24.46% |
| 2018 | −6.55% | −1.98% | −7.34% |
| 2017 | +18.77% | +24.59% | +18.33% |
| 2016 | +9.56% | +4.68% | +14.10% |
| 2015 | +0.40% | +4.30% | −1.00% |
| 2014 | +12.83% | +13.96% | +10.79% |
| 2013 | +31.21% | +30.62% | +30.97% |
| 2012 | +13.19% | +12.26% | +9.49% |
| 2011 | −1.20% | +1.62% | +5.73% |
| 2010 | +14.12% | +14.53% | — |
| 2009 | +23.92% | +33.36% | — |
| 2008 | −36.97% | −37.47% | — |
| 2007 | +1.57% | +6.42% | — |
| 2006 | +11.80% | +6.32% | — |
| 2005 | +2.86% | −0.62% | — |
| 2004 | — | +1.90% | — |
| 2003 | — | +25.96% | — |
| 2002 | — | −33.69% | — |
| 2001 | — | −27.02% | — |
| 2000 | — | −24.60% | — |
| Thu 2011-10-20? to Wed 2025-06-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −3.18% |
−33.82%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × | −2.49% |
−36.99%
2022-11-03 |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × | −9.94% |
−33.50%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||