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

Total Real Returns

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

Thu 2020-05-21? to Mon 2026-05-11 YTD
Return 		TRR
Price
SCHD × 		+13.46%
2026-05-11 		4.1 TRR
2026-05-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+6.14%
2026-05-11 		3.384 TRR
2026-05-11
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI × 		−2.57%
2026-05-11 		1.434 TRR
2026-05-11
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Mon 2026-05-11 Overall
Return 		Exponential
Trendline
SCHD × 		+78.82%
+10.22%/yr 		+4.58%/yr
(R2=0.483)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+86.50%
+11.00%/yr 		+7.22%/yr
(R2=0.738)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI × 		+43.36%
+6.22%/yr 		+4.75%/yr
(R2=0.729)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Mon 2026-05-11 Start
Value 		End
Value
SCHD × 		$10,000.00
2020-05-21 		$17,882.33
2026-05-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		$10,000.00
2020-05-21 		$18,650.14
2026-05-11
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI × 		$10,000.00
2020-05-21 		$14,335.60
2026-05-11
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year SCHD VYM JEPI
2026 (YTD) +13.46% +6.14% −2.57%
2025 +1.62% +12.42% +5.28%
2024 +8.53% +14.30% +9.43%
2023 +1.16% +3.14% +6.27%
2022 −9.13% −6.49% −9.35%
2021 +21.34% +17.90% +13.54%
2020 +13.48% −0.21% +16.76%
2019 +24.45% +21.29% —
2018 −7.33% −7.68% —
2017 +18.35% +14.01% —
2016 +14.09% +14.66% —
2015 −1.02% −0.45% —
2014 +10.85% +12.69% —
2013 +30.91% +28.15% —
2012 +9.50% +10.77% —
2011 +5.72% +7.36% —
2010 — +12.54% —
2009 — +14.08% —
2008 — −31.98% —
2007 — −2.62% —
2006 — +2.75% —

Drawdowns

Thu 2020-05-21? to Mon 2026-05-11 Current
Drawdown 		Worst
Drawdown
SCHD × 		−1.43% −21.66%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		−2.12% −20.55%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI × 		−6.64% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-05-11 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SCHD × 		+23.27%/yr
+23.40% total 		+10.40%/yr
+21.90% total 		+11.53%/yr
+38.75% total 		+3.57%/yr
+19.16% total 		+9.03%/yr
+137.37% total
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+22.22%/yr
+22.34% total 		+13.64%/yr
+29.17% total 		+14.39%/yr
+49.71% total 		+6.40%/yr
+36.36% total 		+8.12%/yr
+118.30% total
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI × 		+4.95%/yr
+4.98% total 		+3.95%/yr
+8.07% total 		+5.66%/yr
+17.97% total 		+2.90%/yr
+15.38% total 		—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund