All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPQ,O,VYM,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2022-05-04? to Fri 2026-05-01? YTD
Return
TRR
Price
JEPQ
×
+2.83%
2026-05-01
1.569 TRR
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
+12.72%
2026-05-01
25.44 TRR
2026-05-01
Realty Income Corporation NYSE Common Stock
VYM
×
+6.57%
2026-05-01
3.423 TRR
2026-05-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+13.71%
2026-05-01
4.143 TRR
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2026-05-01? Overall
Return
Exponential
Trendline
JEPQ
×
+56.92%
+11.95%/yr
+17.02%/yr
(R2=0.929)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
+0.67%
+0.17%/yr
−0.01%/yr
(R2=0.000)
Realty Income Corporation NYSE Common Stock
VYM
×
+37.66%
+8.34%/yr
+10.84%/yr
(R2=0.866)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
+22.97%
+5.32%/yr
+6.16%/yr
(R2=0.668)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2026-05-01? Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$15,691.95
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
$10,000.00
2022-05-04
$10,066.89
2026-05-01
Realty Income Corporation NYSE Common Stock
VYM
×
$10,000.00
2022-05-04
$13,765.73
2026-05-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
$10,000.00
2022-05-04
$12,297.25
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year JEPQ O VYM SCHD
2026 (YTD) +2.83% +12.72% +6.57% +13.71%
2025 +12.19% +9.29% +12.42% +1.62%
2024 +21.40% −4.85% +14.30% +8.53%
2023 +31.87% −7.64% +3.14% +1.16%
2022 −15.03% −13.00% −6.49% −9.13%
2021 +15.93% +17.90% +21.34%
2020 −12.66% −0.21% +13.48%
2019 +18.56% +21.29% +24.45%
2018 +13.78% −7.68% −7.33%
2017 +1.53% +14.01% +18.35%
2016 +13.44% +14.66% +14.09%
2015 +12.55% −0.45% −1.02%
2014 +33.34% +12.69% +10.85%
2013 −3.74% +28.15% +30.91%
2012 +18.27% +10.77% +9.50%
2011 +4.43% +7.36% +5.72%
2010 +37.27% +12.54%
2009 +17.62% +14.08%
2008 −8.31% −31.98%
2007 −0.79% −2.62%
2006 +32.71% +2.75%
2005 −12.41%
2004 +29.65%
2003 +19.37%
2002 +24.51%
2001 +26.18%
2000 +28.38%
1999 −11.50%
1998 +3.92%
1997 +12.84%
1996 +11.02%
1995 +42.63%
1994 +9.85%

Drawdowns

Wed 2022-05-04? to Fri 2026-05-01? Current
Drawdown
Worst
Drawdown
JEPQ
×
0.00% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
O
×
−6.49% −36.91%
2023-10-30
Realty Income Corporation NYSE Common Stock
VYM
×
−1.00% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SCHD
×
−0.66% −17.32%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund