All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04? to Thu 2025-07-03 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+2.00%
2025-07-03 |
5.053 TR
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+7.86%
2025-07-03 |
4.788 TR
2025-07-03 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × |
+11.65%
2025-07-03 |
48.68 TR
2025-07-03 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
+1.97%
2025-07-03 |
1.512 TR
2025-07-03 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+3.44%
2025-07-03 |
1.779 TR
2025-07-03 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+17.38%
+5.19%/yr |
+8.65%/yr
(R2=0.734) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+34.11%
+9.72%/yr |
+12.39%/yr
(R2=0.849) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × |
−0.54%
−0.17%/yr |
−0.93%/yr
(R2=0.013) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
+51.18%
+13.95%/yr |
+21.08%/yr
(R2=0.910) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+27.35%
+7.94%/yr |
+10.83%/yr
(R2=0.921) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$11,737.69
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2022-05-04 |
$13,411.08
2025-07-03 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2022-05-04 |
$9,945.53
2025-07-03 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$15,118.27
2025-07-03 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$12,734.87
2025-07-03 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | O | JEPQ | JEPI |
|---|---|---|---|---|---|
| 2025 (YTD) | +2.00% | +7.86% | +11.65% | +1.97% | +3.44% |
| 2024 | +11.66% | +17.60% | −2.11% | +24.90% | +12.59% |
| 2023 | +4.54% | +6.59% | −4.55% | +36.26% | +9.82% |
| 2022 | −3.26% | −0.45% | −7.37% | −12.89% | −3.49% |
| 2021 | +29.87% | +26.20% | +24.09% | — | +21.53% |
| 2020 | +15.03% | +1.14% | −11.47% | — | +18.61% |
| 2019 | +27.29% | +24.06% | +21.27% | — | — |
| 2018 | −5.56% | −5.92% | +15.95% | — | — |
| 2017 | +20.85% | +16.42% | +3.68% | — | — |
| 2016 | +16.45% | +17.04% | +15.78% | — | — |
| 2015 | −0.30% | +0.28% | +13.38% | — | — |
| 2014 | +11.69% | +13.54% | +34.35% | — | — |
| 2013 | +32.88% | +30.08% | −2.30% | — | — |
| 2012 | +11.39% | +12.69% | +20.32% | — | — |
| 2011 | +5.31% | +10.55% | +7.53% | — | — |
| 2010 | — | +14.22% | +39.32% | — | — |
| 2009 | — | +17.19% | +20.82% | — | — |
| 2008 | — | −31.92% | −8.22% | — | — |
| 2007 | — | +1.37% | +3.27% | — | — |
| 2006 | — | +2.83% | +36.05% | — | — |
| 2005 | — | — | −9.40% | — | — |
| 2004 | — | — | +33.87% | — | — |
| 2003 | — | — | +21.61% | — | — |
| 2002 | — | — | +27.48% | — | — |
| 2001 | — | — | +28.13% | — | — |
| 2000 | — | — | +32.73% | — | — |
| 1999 | — | — | −9.12% | — | — |
| 1998 | — | — | +5.59% | — | — |
| 1997 | — | — | +14.76% | — | — |
| 1996 | — | — | +14.71% | — | — |
| 1995 | — | — | +46.26% | — | — |
| 1994 | — | — | +10.03% | — | — |
| Wed 2022-05-04? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −4.75% |
−16.13%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | 0.00% |
−14.46%
2025-04-08 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| O × | −9.71% |
−34.47%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × | −2.51% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −0.89% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||