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

Total Real Returns

XLG,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2005-05-10? to Tue 2025-05-06 YTD
Return
TRR
Price
XLG
×
−8.83%
2025-05-06
4.448 TRR
2025-05-06
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
−5.84%
2025-05-06
10.16 TRR
2025-05-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2005-05-10? to Tue 2025-05-06 Overall
Return
Exponential
Trendline
XLG
×
+344.80%
+7.75%/yr
+8.96%/yr
(R2=0.883)
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
+323.40%
+7.49%/yr
+8.70%/yr
(R2=0.891)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2005-05-10? to Tue 2025-05-06 Start
Value
End
Value
XLG
×
$10,000.00
2005-05-10
$44,479.77
2025-05-06
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
$10,000.00
2005-05-10
$42,339.75
2025-05-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year XLG SPY
2025 (YTD) −8.83% −5.84%
2024 +29.75% +21.39%
2023 +33.71% +22.09%
2022 −28.91% −23.15%
2021 +22.17% +20.27%
2020 +22.49% +16.74%
2019 +29.13% +28.29%
2018 −5.43% −6.35%
2017 +20.55% +19.19%
2016 +9.01% +9.72%
2015 +3.45% +0.50%
2014 +10.57% +12.62%
2013 +26.91% +30.35%
2012 +13.27% +14.01%
2011 +1.27% −1.04%
2010 +7.65% +13.36%
2009 +17.14% +23.01%
2008 −33.84% −36.86%
2007 +0.41% +1.02%
2006 +15.12% +13.00%
2005 +2.60% +1.36%
2004 +7.20%
2003 +25.82%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.56%
1995 +34.63%
1994 −2.22%
1993 +6.29%

Drawdowns

Tue 2005-05-10? to Tue 2025-05-06 Current
Drawdown
Worst
Drawdown
XLG
×
−11.77% −53.22%
2009-03-09
Invesco S&P 500 Top 50 ETF Exchange-Traded Fund
SPY
×
−9.10% −55.97%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund