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

Total Real Returns

XYLG,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2020-09-22? to Fri 2025-05-30 YTD
Return
TRR
Price
XYLG
×
−3.65%
2025-05-30
1.333 TRR
2025-05-30
Global X S&P 500 Covered Call & Growth ETF Exchange-Traded Fund
SCHD
×
−5.08%
2025-05-30
3.375 TRR
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Tue 2020-09-22? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
XYLG
×
+33.27%
+6.32%/yr
+3.42%/yr
(R2=0.242)
Global X S&P 500 Covered Call & Growth ETF Exchange-Traded Fund
SCHD
×
+36.09%
+6.80%/yr
+2.49%/yr
(R2=0.188)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Tue 2020-09-22? to Fri 2025-05-30 Start
Value
End
Value
XYLG
×
$10,000.00
2020-09-22
$13,326.66
2025-05-30
Global X S&P 500 Covered Call & Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2020-09-22
$13,608.94
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year XYLG SCHD
2025 (YTD) −3.65% −5.08%
2024 +18.87% +8.50%
2023 +14.36% +1.19%
2022 −20.61% −9.15%
2021 +15.67% +21.33%
2020 +10.81% +13.50%
2019 +24.43%
2018 −7.30%
2017 +18.29%
2016 +14.12%
2015 −1.00%
2014 +10.81%
2013 +30.92%
2012 +9.49%
2011 +5.73%

Drawdowns

Tue 2020-09-22? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
XYLG
×
−6.40% −26.09%
2022-09-30
Global X S&P 500 Covered Call & Growth ETF Exchange-Traded Fund
SCHD
×
−11.41% −21.69%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund