All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Thu 2026-05-14 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+0.50%
2026-05-14 |
1.869 TR
2026-05-14 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+16.91%
2026-05-14 |
6.043 TR
2026-05-14 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+10.20%
2026-05-14 |
5.647 TR
2026-05-14 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2026-05-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+86.88%
+11.02%/yr |
+9.38%/yr
(R2=0.927) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+132.90%
+15.19%/yr |
+9.23%/yr
(R2=0.790) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+144.74%
+16.15%/yr |
+11.99%/yr
(R2=0.901) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2026-05-14 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$18,688.00
2026-05-14 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-05-21 |
$23,289.88
2026-05-14 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$24,474.26
2026-05-14 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | JEPI | SCHD | VYM |
|---|---|---|---|
| 2026 (YTD) | +0.50% | +16.91% | +10.20% |
| 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% | +1.15% |
| 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 | — | — | +2.82% |
| Thu 2020-05-21? to Thu 2026-05-14 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.50% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × | −0.84% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | 0.00% |
−15.86%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Period ending Thu 2026-05-14 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × | +9.23% |
+15.14% +7.31%/yr |
+29.79% +9.06%/yr |
+43.21% +7.45%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × | +27.03% |
+29.12% +13.64%/yr |
+52.29% +15.02%/yr |
+47.29% +8.05%/yr |
+233.29% +12.79%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | +26.40% |
+38.03% +17.50%/yr |
+65.85% +18.33%/yr |
+69.53% +11.14%/yr |
+209.03% +11.94%/yr |
|
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||