All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Fri 2025-12-12 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+5.29%
2025-12-12 |
5.216 TR
2025-12-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+16.66%
2025-12-12 |
5.179 TR
2025-12-12 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+8.22%
2025-12-12 |
1.862 TR
2025-12-12 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-12-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+101.02%
+13.38%/yr |
+8.82%/yr
(R2=0.744) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+124.45%
+15.65%/yr |
+11.42%/yr
(R2=0.879) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+86.17%
+11.82%/yr |
+9.36%/yr
(R2=0.912) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-12-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$20,102.40
2025-12-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$22,444.74
2025-12-12 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$18,616.76
2025-12-12 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | JEPI |
|---|---|---|---|
| 2025 (YTD) | +5.29% | +16.66% | +8.22% |
| 2024 | +11.66% | +17.60% | +12.59% |
| 2023 | +4.54% | +6.59% | +9.83% |
| 2022 | −3.26% | −0.45% | −3.49% |
| 2021 | +29.87% | +26.20% | +21.53% |
| 2020 | +15.03% | +1.14% | +18.61% |
| 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 Fri 2025-12-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −1.68% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −1.20% |
−15.86%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −0.10% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||