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

Total Real Returns

SPLG,VUG,SPYG,XOVR,VTI,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2017-11-08? to Wed 2025-06-04 YTD
Return
TRR
Price
SPLG
×
+0.13%
2025-06-04
4.364 TRR
2025-06-04
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
VUG
×
+0.75%
2025-06-04
6.132 TRR
2025-06-04
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
SPYG
×
+1.98%
2025-06-04
2.66 TRR
2025-06-04
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
XOVR
×
−1.94%
2025-06-04
1.639 TRR
2025-06-04
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
VTI
×
−0.29%
2025-06-04
4.327 TRR
2025-06-04
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−4.68%
2025-06-04
3.39 TRR
2025-06-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Wed 2017-11-08? to Wed 2025-06-04 Overall
Return
Exponential
Trendline
SPLG
×
+100.89%
+9.65%/yr
+9.08%/yr
(R2=0.806)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
VUG
×
+147.80%
+12.74%/yr
+11.31%/yr
(R2=0.737)
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
SPYG
×
+134.09%
+11.89%/yr
+10.10%/yr
(R2=0.736)
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
XOVR
×
+63.93%
+6.75%/yr
+2.37%/yr
(R2=0.063)
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
VTI
×
+91.16%
+8.94%/yr
+8.27%/yr
(R2=0.748)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+59.24%
+6.34%/yr
+7.61%/yr
(R2=0.758)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2017-11-08? to Wed 2025-06-04 Start
Value
End
Value
SPLG
×
$10,000.00
2017-11-08
$20,088.85
2025-06-04
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
VUG
×
$10,000.00
2017-11-08
$24,780.00
2025-06-04
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
SPYG
×
$10,000.00
2017-11-08
$23,409.50
2025-06-04
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
XOVR
×
$10,000.00
2017-11-08
$16,393.15
2025-06-04
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
VTI
×
$10,000.00
2017-11-08
$19,116.32
2025-06-04
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2017-11-08
$15,923.68
2025-06-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SPLG VUG SPYG XOVR VTI SCHD
2025 (YTD) +0.13% +0.75% +1.98% −1.94% −0.29% −4.68%
2024 +21.51% +28.97% +32.19% +30.84% +20.34% +8.54%
2023 +22.16% +42.08% +25.80% +46.98% +21.97% +1.15%
2022 −23.08% −37.22% −33.70% −44.66% −24.41% −9.15%
2021 +20.31% +18.97% +23.35% −13.33% +17.42% +21.33%
2020 +16.91% +38.36% +31.66% +48.34% +19.45% +13.50%
2019 +29.04% +33.97% +27.92% +28.80% +27.75% +24.49%
2018 −6.56% −5.13% −1.98% −6.82% −7.01% −7.35%
2017 +18.76% +25.08% +24.59% +1.80% +18.70% +18.35%
2016 +9.58% +4.11% +4.68% +10.53% +14.12%
2015 +0.40% +2.49% +4.30% −0.37% −1.07%
2014 +12.85% +12.76% +13.97% +11.71% +10.89%
2013 +31.19% +30.52% +30.60% +31.47% +30.88%
2012 +13.20% +15.02% +12.27% +14.47% +9.50%
2011 −1.26% −1.12% +1.62% −1.95% +5.73%
2010 +14.21% +15.48% +14.48% +15.70%
2009 +23.86% +32.54% +33.39% +25.50%
2008 −36.96% −38.08% −37.45% −37.04%
2007 +1.57% +8.09% +6.36% +1.23%
2006 +11.74% +6.51% +6.33% +12.85%
2005 +2.86% +1.54% −0.62% +2.78%
2004 +2.16% +1.97% +9.22%
2003 +26.00% +28.33%
2002 −33.72% −22.32%
2001 −27.04% −6.77%
2000 −24.59%

Drawdowns

Wed 2017-11-08? to Wed 2025-06-04 Current
Drawdown
Worst
Drawdown
SPLG
×
−3.34% −33.82%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
VUG
×
−3.30% −40.05%
2022-11-03
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
SPYG
×
−2.49% −36.99%
2022-11-03
SPDR Portfolio S&P 500 Growth ETF Exchange-Traded Fund
XOVR
×
−25.98% −61.39%
2022-12-28
ERShares Private-Public Crossover ETF NYSE Exchange-Traded Fund
VTI
×
−4.18% −34.96%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−11.03% −33.53%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund