All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

Thu 2020-05-21? to Wed 2026-04-01 YTD
Return
TR
Price
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
MAIN
×
−12.44%
2026-04-01
16.28 TR
2026-04-01
Main Street Capital Corporation NYSE Common Stock
JEPI
×
−0.28%
2026-04-01
1.854 TR
2026-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+0.61%
2026-04-01
2.641 TR
2026-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
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
MAIN
×
+161.46%
+17.82%/yr
+20.43%/yr
(R2=0.908)
Main Street Capital Corporation NYSE Common Stock
JEPI
×
+85.43%
+11.11%/yr
+9.41%/yr
(R2=0.923)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+71.56%
+9.65%/yr
+7.21%/yr
(R2=0.705)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2026-04-01 Start
Value
End
Value
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
MAIN
×
$10,000.00
2020-05-21
$26,146.39
2026-04-01
Main Street Capital Corporation NYSE Common Stock
JEPI
×
$10,000.00
2020-05-21
$18,543.29
2026-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2020-05-21
$17,155.99
2026-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD VYM MAIN JEPI QYLD
2026 (YTD) +12.17% +3.69% −12.44% −0.28% +0.61%
2025 +4.34% +15.43% +10.75% +8.10% +9.31%
2024 +11.66% +17.60% +47.30% +12.59% +19.36%
2023 +4.54% +6.59% +28.23% +9.83% +22.79%
2022 −3.26% −0.45% −11.37% −3.49% −19.07%
2021 +29.87% +26.20% +48.31% +21.53% +10.41%
2020 +15.03% +1.15% −19.54% +18.61% +8.72%
2019 +27.29% +24.06% +36.88% +22.69%
2018 −5.56% −5.92% −8.27% −3.07%
2017 +20.85% +16.42% +16.05% +18.79%
2016 +16.45% +17.04% +37.45% +4.77%
2015 −0.30% +0.28% +8.54% +7.17%
2014 +11.69% +13.54% −2.99% +4.25%
2013 +32.88% +30.08% +16.83% +2.00%
2012 +11.39% +12.69% +53.48%
2011 +5.31% +10.55% +27.79%
2010 +14.22% +24.23%
2009 +17.19% +84.84%
2008 −31.92% −20.77%
2007 +1.37% −4.42%
2006 +2.82%

Drawdowns

Thu 2020-05-21? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
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
MAIN
×
−19.63% −27.06%
2022-10-10
Main Street Capital Corporation NYSE Common Stock
JEPI
×
−5.24% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−1.84% −24.60%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund