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

Total Real Returns

VOO,SPY,IJR,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Mon 2026-05-04 YTD
Return
TRR
Price
VOO
×
+3.32%
2026-05-04
5.718 TRR
2026-05-04
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY
×
+3.30%
2026-05-04
12.78 TRR
2026-05-04
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IJR
×
+11.04%
2026-05-04
6.085 TRR
2026-05-04
iShares Core S&P Small-Cap ETF Exchange-Traded Fund
SCHD
×
+13.39%
2026-05-04
4.098 TRR
2026-05-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2026-05-04 Overall
Return
Exponential
Trendline
VOO
×
+427.46%
+12.12%/yr
+10.60%/yr
(R2=0.964)
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY
×
+421.68%
+12.03%/yr
+10.53%/yr
(R2=0.963)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IJR
×
+263.11%
+9.28%/yr
+7.09%/yr
(R2=0.828)
iShares Core S&P Small-Cap ETF Exchange-Traded Fund
SCHD
×
+309.78%
+10.19%/yr
+9.23%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2026-05-04 Start
Value
End
Value
VOO
×
$10,000.00
2011-10-20
$52,745.52
2026-05-04
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY
×
$10,000.00
2011-10-20
$52,168.38
2026-05-04
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IJR
×
$10,000.00
2011-10-20
$36,310.92
2026-05-04
iShares Core S&P Small-Cap ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$40,977.70
2026-05-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year VOO SPY IJR SCHD
2026 (YTD) +3.32% +3.30% +11.04% +13.39%
2025 +14.75% +14.65% +3.13% +1.62%
2024 +21.47% +21.39% +5.58% +8.53%
2023 +22.23% +22.09% +12.30% +1.16%
2022 −23.14% −23.15% −21.29% −9.13%
2021 +20.33% +20.27% +18.26% +21.34%
2020 +16.73% +16.74% +9.78% +13.48%
2019 +28.43% +28.29% +20.07% +24.45%
2018 −6.29% −6.35% −10.22% −7.33%
2017 +19.25% +19.19% +10.80% +18.35%
2016 +9.89% +9.73% +24.03% +14.09%
2015 +0.59% +0.50% −2.79% −1.02%
2014 +12.71% +12.61% +5.05% +10.85%
2013 +30.43% +30.35% +39.24% +30.91%
2012 +14.02% +14.01% +14.32% +9.50%
2011 −1.04% −1.04% −2.10% +5.72%
2010 +14.35% +13.36% +24.74%
2009 +23.01% +22.55%
2008 −36.85% −31.58%
2007 +1.01% −4.40%
2006 +13.00% +12.26%
2005 +1.35% +3.97%
2004 +7.21% +18.55%
2003 +25.82% +35.94%
2002 −23.41% −16.29%
2001 −13.10% +4.80%
2000 −12.70% +12.73%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.63%
1995 +34.61%
1994 −2.22%
1993 +6.22%

Drawdowns

Thu 2011-10-20? to Mon 2026-05-04 Current
Drawdown
Worst
Drawdown
VOO
×
−0.39% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY
×
−0.39% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
IJR
×
−0.95% −45.68%
2020-03-23
iShares Core S&P Small-Cap ETF Exchange-Traded Fund
SCHD
×
−1.75% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund