All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Fri 2025-04-25 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
−8.28%
2025-04-25 |
1.248 TRR
2025-04-25 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × |
+6.98%
2025-04-25 |
22.78 TRR
2025-04-25 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × |
−4.15%
2025-04-25 |
2.718 TRR
2025-04-25 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
−6.59%
2025-04-25 |
3.322 TRR
2025-04-25 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+24.76%
+7.72%/yr |
+18.47%/yr
(R2=0.881) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × |
−12.58%
−4.42%/yr |
−4.63%/yr
(R2=0.222) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × |
+9.32%
+3.04%/yr |
+9.15%/yr
(R2=0.710) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
−1.38%
−0.47%/yr |
+6.00%/yr
(R2=0.525) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
$10,000.00
2022-05-04 |
$12,476.19
2025-04-25 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2022-05-04 |
$8,741.55
2025-04-25 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × |
$10,000.00
2022-05-04 |
$10,931.82
2025-04-25 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2022-05-04 |
$9,861.70
2025-04-25 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | JEPQ | O | VYM | SCHD |
|---|---|---|---|---|
| 2025 (YTD) | −8.28% | +6.98% | −4.15% | −6.59% |
| 2024 | +21.40% | −4.85% | +14.30% | +8.53% |
| 2023 | +31.84% | −7.64% | +3.13% | +1.16% |
| 2022 | −15.02% | −13.00% | −6.49% | −9.15% |
| 2021 | — | +19.54% | +17.91% | +21.37% |
| 2020 | — | −12.66% | −0.22% | +13.44% |
| 2019 | — | +18.57% | +21.30% | +24.44% |
| 2018 | — | +13.77% | −7.69% | −7.32% |
| 2017 | — | +1.54% | +14.02% | +18.35% |
| 2016 | — | +13.44% | +14.65% | +14.09% |
| 2015 | — | +12.55% | −0.44% | −1.00% |
| 2014 | — | +33.32% | +12.68% | +10.85% |
| 2013 | — | −3.74% | +28.15% | +30.91% |
| 2012 | — | +18.29% | +10.79% | +9.50% |
| 2011 | — | +4.41% | +7.34% | +5.72% |
| 2010 | — | +37.24% | +12.55% | — |
| 2009 | — | +17.67% | +14.09% | — |
| 2008 | — | −8.32% | −31.99% | — |
| 2007 | — | −0.79% | −2.62% | — |
| 2006 | — | +32.68% | +2.76% | — |
| 2005 | — | −12.37% | — | — |
| 2004 | — | +29.56% | — | — |
| 2003 | — | +19.42% | — | — |
| 2002 | — | +24.51% | — | — |
| 2001 | — | +26.19% | — | — |
| 2000 | — | +28.37% | — | — |
| 1999 | — | −11.50% | — | — |
| 1998 | — | +3.94% | — | — |
| 1997 | — | +12.85% | — | — |
| 1996 | — | +11.01% | — | — |
| 1995 | — | +42.60% | — | — |
| 1994 | — | +9.89% | — | — |
| Wed 2022-05-04? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPQ × | −11.46% |
−20.40%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × | −18.80% |
−36.91%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × | −8.59% |
−15.93%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × | −12.81% |
−17.29%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||