SCHD,VYM,JEPI,SPYI: Total Return Chart (with Dividends Reinvested)

Tue 2022-08-30? to Fri 2025-10-10	YTD Return	TR Price
SCHD ×	−0.07% 2025-10-10	4.95 TR 2025-10-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+9.83% 2025-10-10	4.876 TR 2025-10-10
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI ×	+3.67% 2025-10-10	1.783 TR 2025-10-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+10.89% 2025-10-10	1.521 TR 2025-10-10
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Fri 2025-10-10	Overall Return	Exponential Trendline
SCHD ×	+22.91% +6.85%/yr	+9.31%/yr (R2=0.777)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+44.81% +12.63%/yr	+14.22%/yr (R2=0.897)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI ×	+32.13% +9.36%/yr	+10.99%/yr (R2=0.927)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+52.08% +14.42%/yr	+16.04%/yr (R2=0.953)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Fri 2025-10-10	Start Value	End Value
SCHD ×	$10,000.00 2022-08-30	$12,291.30 2025-10-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	$10,000.00 2022-08-30	$14,481.30 2025-10-10
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$13,213.28 2025-10-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$15,207.68 2025-10-10
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	VYM	JEPI	SPYI
2025 (YTD)	−0.07%	+9.83%	+3.67%	+10.89%
2024	+11.66%	+17.60%	+12.59%	+19.03%
2023	+4.54%	+6.59%	+9.83%	+18.10%
2022	−3.26%	−0.45%	−3.49%	−2.45%
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%	—	—

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Drawdowns

Tue 2022-08-30? to Fri 2025-10-10	Current Drawdown	Worst Drawdown
SCHD ×	−6.68%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−2.88%	−14.46% 2025-04-08
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI ×	−1.81%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	−2.32%	−16.47% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund