All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Thu 2025-04-24 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
−9.09%
2025-04-24 |
1.236 TRR
2025-04-24 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × |
+7.49%
2025-04-24 |
22.89 TRR
2025-04-24 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × |
−4.06%
2025-04-24 |
2.721 TRR
2025-04-24 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
−6.44%
2025-04-24 |
3.328 TRR
2025-04-24 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2025-04-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+23.64%
+7.40%/yr |
+18.51%/yr
(R2=0.881) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × |
−12.17%
−4.27%/yr |
−4.65%/yr
(R2=0.223) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × |
+9.43%
+3.08%/yr |
+9.16%/yr
(R2=0.710) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
−1.23%
−0.42%/yr |
+6.02%/yr
(R2=0.527) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2025-04-24 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
$10,000.00
2022-05-04 |
$12,363.86
2025-04-24 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2022-05-04 |
$8,782.85
2025-04-24 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × |
$10,000.00
2022-05-04 |
$10,943.43
2025-04-24 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2022-05-04 |
$9,877.06
2025-04-24 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | JEPQ | O | VYM | SCHD |
|---|---|---|---|---|
| 2025 (YTD) | −9.09% | +7.49% | −4.06% | −6.44% |
| 2024 | +21.38% | −4.87% | +14.31% | +8.53% |
| 2023 | +31.88% | −7.64% | +3.13% | +1.16% |
| 2022 | −15.04% | −13.00% | −6.50% | −9.11% |
| 2021 | — | +19.54% | +17.90% | +21.32% |
| 2020 | — | −12.66% | −0.21% | +13.50% |
| 2019 | — | +18.57% | +21.29% | +24.46% |
| 2018 | — | +13.77% | −7.68% | −7.38% |
| 2017 | — | +1.54% | +14.00% | +18.35% |
| 2016 | — | +13.44% | +14.67% | +14.09% |
| 2015 | — | +12.55% | −0.46% | −1.00% |
| 2014 | — | +33.37% | +12.70% | +10.85% |
| 2013 | — | −3.74% | +28.16% | +30.93% |
| 2012 | — | +18.25% | +10.76% | +9.49% |
| 2011 | — | +4.41% | +7.37% | +5.73% |
| 2010 | — | +37.31% | +12.52% | — |
| 2009 | — | +17.61% | +14.09% | — |
| 2008 | — | −8.32% | −31.97% | — |
| 2007 | — | −0.79% | −2.62% | — |
| 2006 | — | +32.68% | +2.73% | — |
| 2005 | — | −12.37% | — | — |
| 2004 | — | +29.68% | — | — |
| 2003 | — | +19.31% | — | — |
| 2002 | — | +24.52% | — | — |
| 2001 | — | +26.17% | — | — |
| 2000 | — | +28.39% | — | — |
| 1999 | — | −11.50% | — | — |
| 1998 | — | +3.92% | — | — |
| 1997 | — | +12.85% | — | — |
| 1996 | — | +11.01% | — | — |
| 1995 | — | +42.65% | — | — |
| 1994 | — | +9.85% | — | — |
| Wed 2022-05-04? to Thu 2025-04-24 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPQ × | −12.25% |
−20.40%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| O × | −18.43% |
−36.91%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| VYM × | −8.50% |
−15.92%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHD × | −12.67% |
−17.29%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||