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

Total Real Returns

SPMO,SCHG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2015-10-12? to Thu 2025-08-28 YTD
Return
TRR
Price
SPMO
×
+21.36%
2025-08-28
3.885 TRR
2025-08-28
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
+8.17%
2025-08-28
7.472 TRR
2025-08-28
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Mon 2015-10-12? to Thu 2025-08-28 Overall
Return
Exponential
Trendline
SPMO
×
+288.52%
+14.73%/yr
+11.80%/yr
(R2=0.847)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
+271.76%
+14.22%/yr
+13.02%/yr
(R2=0.844)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12? to Thu 2025-08-28 Start
Value
End
Value
SPMO
×
$10,000.00
2015-10-12
$38,852.24
2025-08-28
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2015-10-12
$37,176.24
2025-08-28
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SPMO SCHG
2025 (YTD) +21.36% +8.17%
2024 +41.73% +31.17%
2023 +13.75% +45.29%
2022 −15.90% −35.97%
2021 +14.58% +19.71%
2020 +26.53% +37.25%
2019 +23.11% +32.99%
2018 −2.76% −3.17%
2017 +25.11% +25.35%
2016 +5.34% +4.65%
2015 +3.23% +2.49%
2014 +14.94%
2013 +32.04%
2012 +14.89%
2011 −3.60%
2010 +15.12%
2009 +2.83%

Drawdowns

Mon 2015-10-12? to Thu 2025-08-28 Current
Drawdown
Worst
Drawdown
SPMO
×
−0.72% −30.90%
2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
0.00% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund