All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Fri 2025-09-05 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+8.31%
2025-09-05 |
4.721 TRR
2025-09-05 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × |
+11.67%
2025-09-05 |
2.913 TRR
2025-09-05 |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
+0.44%
2025-09-05 |
3.572 TRR
2025-09-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-09-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+381.35%
+11.99%/yr |
+10.44%/yr
(R2=0.957) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × |
+492.98%
+13.68%/yr |
+12.23%/yr
(R2=0.949) |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
+257.24%
+9.61%/yr |
+9.40%/yr
(R2=0.945) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-09-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2011-10-20 |
$48,135.27
2025-09-05 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × |
$10,000.00
2011-10-20 |
$59,297.52
2025-09-05 |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$35,724.44
2025-09-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SPLG | SPYG | SCHD |
|---|---|---|---|
| 2025 (YTD) | +8.31% | +11.67% | +0.44% |
| 2024 | +21.50% | +32.18% | +8.56% |
| 2023 | +22.14% | +25.81% | +1.16% |
| 2022 | −23.07% | −33.70% | −9.14% |
| 2021 | +20.32% | +23.33% | +21.34% |
| 2020 | +16.90% | +31.67% | +13.48% |
| 2019 | +29.06% | +27.93% | +24.41% |
| 2018 | −6.58% | −2.00% | −7.31% |
| 2017 | +18.81% | +24.60% | +18.32% |
| 2016 | +9.53% | +4.69% | +14.15% |
| 2015 | +0.43% | +4.31% | −1.08% |
| 2014 | +12.83% | +13.93% | +10.83% |
| 2013 | +31.22% | +30.69% | +30.96% |
| 2012 | +13.21% | +12.20% | +9.50% |
| 2011 | −1.25% | +1.61% | +5.73% |
| 2010 | +14.14% | +14.60% | — |
| 2009 | +23.93% | +33.27% | — |
| 2008 | −36.96% | −37.44% | — |
| 2007 | +1.56% | +6.39% | — |
| 2006 | +11.75% | +6.36% | — |
| 2005 | +2.85% | −0.62% | — |
| 2004 | — | +1.96% | — |
| 2003 | — | +25.91% | — |
| 2002 | — | −33.68% | — |
| 2001 | — | −27.04% | — |
| 2000 | — | −24.59% | — |
| Thu 2011-10-20? to Fri 2025-09-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −0.33% |
−33.84%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SPYG × | −0.23% |
−36.99%
2022-11-03 |
||||
| SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund | ||||||
| SCHD × | −6.24% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||