All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Wed 2025-03-19 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.38%
2025-03-19 |
1.392 TRR
2025-03-19 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+1.34%
2025-03-19 |
3.604 TRR
2025-03-19 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+0.78%
2025-03-19 |
2.858 TRR
2025-03-19 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-03-19 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+39.23%
+7.10%/yr |
+4.42%/yr
(R2=0.569) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+57.21%
+9.83%/yr |
+4.42%/yr
(R2=0.337) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+57.52%
+9.87%/yr |
+5.73%/yr
(R2=0.542) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-03-19 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$13,922.85
2025-03-19 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-05-21 |
$15,720.70
2025-03-19 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$15,751.97
2025-03-19 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | JEPI | SCHD | VYM |
|---|---|---|---|
| 2025 (YTD) | −0.38% | +1.34% | +0.78% |
| 2024 | +9.44% | +8.51% | +14.30% |
| 2023 | +6.26% | +1.15% | +3.14% |
| 2022 | −9.33% | −9.12% | −6.49% |
| 2021 | +13.53% | +21.36% | +17.90% |
| 2020 | +16.76% | +13.46% | −0.21% |
| 2019 | — | +24.47% | +21.30% |
| 2018 | — | −7.33% | −7.69% |
| 2017 | — | +18.37% | +14.01% |
| 2016 | — | +14.08% | +14.67% |
| 2015 | — | −1.07% | −0.45% |
| 2014 | — | +10.86% | +12.69% |
| 2013 | — | +30.94% | +28.16% |
| 2012 | — | +9.50% | +10.77% |
| 2011 | — | +5.72% | +7.36% |
| 2010 | — | — | +12.52% |
| 2009 | — | — | +14.10% |
| 2008 | — | — | −31.99% |
| 2007 | — | — | −2.61% |
| 2006 | — | — | +2.74% |
| Thu 2020-05-21? to Wed 2025-03-19 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.54% |
−18.27%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × | −5.40% |
−21.69%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −3.88% |
−20.55%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||