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 Fri 2025-08-01 YTD
Return
TRR
Price
SPMO
×
+16.79%
2025-08-01
3.739 TRR
2025-08-01
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
+3.69%
2025-08-01
7.161 TRR
2025-08-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Mon 2015-10-12? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
SPMO
×
+273.94%
+14.40%/yr
+11.64%/yr
(R2=0.845)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
+256.29%
+13.84%/yr
+12.96%/yr
(R2=0.840)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12? to Fri 2025-08-01 Start
Value
End
Value
SPMO
×
$10,000.00
2015-10-12
$37,394.32
2025-08-01
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2015-10-12
$35,629.00
2025-08-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SPMO SCHG
2025 (YTD) +16.79% +3.69%
2024 +41.74% +31.17%
2023 +13.75% +45.19%
2022 −15.90% −35.93%
2021 +14.58% +19.68%
2020 +26.52% +37.30%
2019 +23.12% +32.93%
2018 −2.77% −3.17%
2017 +25.11% +25.40%
2016 +5.34% +4.66%
2015 +3.24% +2.49%
2014 +14.94%
2013 +32.05%
2012 +14.89%
2011 −3.60%
2010 +15.14%
2009 +2.81%

Drawdowns

Mon 2015-10-12? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
SPMO
×
−2.14% −30.89%
2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
SCHG
×
−2.54% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund