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

Total Real Returns

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

Wed 2022-05-04💬 to Wed 2026-06-03 YTD
Return
1 Year
Return
SCHD
×
+19.01%
2026-06-03
+27.16%
2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+12.47%
2026-06-03
+26.17%
2026-06-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
+8.26%
2026-06-03
+12.59%
2026-06-03
Realty Income Corporation NYSE Common Stock
JEPQ
×
+9.54%
2026-06-03
+29.02%
2026-06-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+0.15%
2026-06-03
+7.71%
2026-06-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+7.88%
2026-06-03
+23.93%
2026-06-03
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04💬 to Wed 2026-06-03 Overall
Return
Exponential
Trendline
SCHD
×
+42.88%
+9.14%/yr
+9.60%/yr
(R2=0.833)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+61.42%
+12.45%/yr
+14.30%/yr
(R2=0.925)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
+8.22%
+1.95%/yr
+3.24%/yr
(R2=0.171)
Realty Income Corporation NYSE Common Stock
JEPQ
×
+87.10%
+16.59%/yr
+20.48%/yr
(R2=0.951)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+33.29%
+7.29%/yr
+10.23%/yr
(R2=0.951)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+47.50%
+9.99%/yr
+13.51%/yr
(R2=0.935)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04💬 to Wed 2026-06-03 Start
Value
End
Value
SCHD
×
$10,000.00
2022-05-04
$14,288.49
2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2022-05-04
$16,142.08
2026-06-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
$10,000.00
2022-05-04
$10,822.31
2026-06-03
Realty Income Corporation NYSE Common Stock
JEPQ
×
$10,000.00
2022-05-04
$18,709.82
2026-06-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$13,328.88
2026-06-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$14,749.91
2026-06-03
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD VYM O JEPQ JEPI QYLD
2026 (YTD) +19.01% +12.47% +8.26% +9.54% +0.15% +7.88%
2025 +4.34% +15.43% +12.22% +15.19% +8.10% +9.31%
2024 +11.66% +17.60% −2.11% +24.89% +12.59% +19.35%
2023 +4.54% +6.59% −4.55% +36.28% +9.83% +22.79%
2022 −3.26% −0.45% −7.37% −12.89% −3.49% −19.07%
2021 +29.87% +26.20% +24.09% +21.53% +10.41%
2020 +15.03% +1.15% −11.47% +18.61% +8.72%
2019 +27.29% +24.06% +21.27% +22.69%
2018 −5.56% −5.92% +15.95% −3.07%
2017 +20.85% +16.42% +3.68% +18.79%
2016 +16.45% +17.04% +15.78% +4.77%
2015 −0.30% +0.28% +13.38% +7.17%
2014 +11.69% +13.54% +34.35% +4.25%
2013 +32.88% +30.08% −2.30% +2.00%
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 +2.82% +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%

Drawdowns

Wed 2022-05-04💬 to Wed 2026-06-03 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.40%
from 2026-05-22 peak
−16.13%
2025-04-08
from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−0.43%
from 2026-06-02 peak
−14.46%
2025-04-08
from 2025-02-19 peak
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
−10.44%
from 2026-03-02 peak
−34.47%
2023-10-30
from 2022-08-15 peak
Realty Income Corporation NYSE Common Stock
JEPQ
×
−0.10%
from 2026-06-02 peak
−20.07%
2025-04-08
from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−4.83%
from 2026-02-27 peak
−13.26%
2025-04-08
from 2025-02-19 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−0.06%
from 2026-06-02 peak
−19.92%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-06-03 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+27.16% +34.04%
+15.79%/yr
+52.43%
+15.07%/yr
+50.32%
+8.50%/yr
+232.69%
+12.77%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+26.17% +42.27%
+19.29%/yr
+68.04%
+18.87%/yr
+72.91%
+11.58%/yr
+207.74%
+11.90%/yr
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
O
×
+12.59% +25.04%
+11.83%/yr
+18.20%
+5.73%/yr
+13.42%
+2.55%/yr
+57.02%
+4.62%/yr
Realty Income Corporation NYSE Common Stock
JEPQ
×
+29.02% +40.80%
+18.67%/yr
+76.91%
+20.92%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+7.71% +15.84%
+7.64%/yr
+29.11%
+8.88%/yr
+42.49%
+7.34%/yr
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+23.93% +32.43%
+15.09%/yr
+47.44%
+13.80%/yr
+51.12%
+8.61%/yr
+154.70%
+9.80%/yr
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund