All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Wed 2026-04-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.28%
2026-04-01 |
1.854 TR
2026-04-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+12.17%
2026-04-01 |
5.798 TR
2026-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+3.69%
2026-04-01 |
5.313 TR
2026-04-01 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2026-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+85.43%
+11.11%/yr |
+9.41%/yr
(R2=0.923) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+123.45%
+14.70%/yr |
+9.08%/yr
(R2=0.777) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+130.28%
+15.29%/yr |
+11.82%/yr
(R2=0.895) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2026-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$18,543.29
2026-04-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-05-21 |
$22,345.10
2026-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$23,028.28
2026-04-01 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | JEPI | SCHD | VYM |
|---|---|---|---|
| 2026 (YTD) | −0.28% | +12.17% | +3.69% |
| 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 Wed 2026-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −5.24% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × | −3.43% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −4.91% |
−15.86%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||