All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21💬 to Thu 2026-06-18 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+1.40%
2026-06-18 |
+9.05%
2026-06-18 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+17.13%
2026-06-18 |
+24.21%
2026-06-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+11.57%
2026-06-18 |
+25.30%
2026-06-18 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Thu 2026-06-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+88.56%
+11.00%/yr |
+9.33%/yr
(R2=0.929) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+133.34%
+14.97%/yr |
+9.39%/yr
(R2=0.800) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+147.78%
+16.11%/yr |
+12.13%/yr
(R2=0.905) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Thu 2026-06-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$18,855.69
2026-06-18 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-05-21 |
$23,333.82
2026-06-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$24,777.80
2026-06-18 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | JEPI | SCHD | VYM |
|---|---|---|---|
| 2026 (YTD) | +1.40% | +17.13% | +11.57% |
| 2025 | +8.10% | +4.34% | +15.43% |
| 2024 | +12.59% | +11.66% | +17.60% |
| 2023 | +9.83% | +4.54% | +6.59% |
| 2022 | −3.49% | −3.26% | −0.45% |
| 2021 | +21.53% | +29.87% | +26.20% |
| 2020 | +18.61% | +15.03% | +1.14% |
| 2019 | — | +27.29% | +24.06% |
| 2018 | — | −5.56% | −5.92% |
| 2017 | — | +20.85% | +16.42% |
| 2016 | — | +16.45% | +17.04% |
| 2015 | — | −0.30% | +0.28% |
| 2014 | — | +11.69% | +13.54% |
| 2013 | — | +32.88% | +30.08% |
| 2012 | — | +11.39% | +12.69% |
| 2011 | — | +5.31% | +10.55% |
| 2010 | — | — | +14.22% |
| 2009 | — | — | +17.19% |
| 2008 | — | — | −31.92% |
| 2007 | — | — | +1.37% |
| 2006 | — | — | +2.83% |
| Thu 2020-05-21💬 to Thu 2026-06-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−3.64%
from 2026-02-27 peak |
−13.71%
2022-09-30 from 2022-04-20 peak |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
−2.95%
from 2026-05-22 peak |
−16.85%
2022-09-30 from 2022-01-11 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
−1.23%
from 2026-06-02 peak |
−15.86%
2022-09-30 from 2022-04-20 peak |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Period ending Thu 2026-06-18 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × | +9.05% |
+16.93% +8.13%/yr |
+29.57% +9.02%/yr |
+45.13% +7.73%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × | +24.21% |
+32.78% +15.23%/yr |
+45.73% +13.38%/yr |
+54.34% +9.07%/yr |
+226.49% +12.56%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | +25.30% |
+40.32% +18.46%/yr |
+61.94% +17.43%/yr |
+79.58% +12.42%/yr |
+206.35% +11.85%/yr |
|
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
