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 2020-05-21šŸ’¬ to Wed 2026-06-03 YTD
Return 		1 Year
Return
SCHD × 		+15.40%
2026-06-03 		+22.36%
2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+9.06%
2026-06-03 		+21.41%
2026-06-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI × 		āˆ’2.89%
2026-06-03 		+3.64%
2026-06-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21šŸ’¬ to Wed 2026-06-03 Overall
Return 		Exponential
Trendline
SCHD × 		+81.89%
+10.42%/yr 		+4.69%/yr
(R2=0.499)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+91.64%
+11.38%/yr 		+7.33%/yr
(R2=0.746)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI × 		+42.88%
+6.09%/yr 		+4.73%/yr
(R2=0.734)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21šŸ’¬ to Wed 2026-06-03 Start
Value 		End
Value
SCHD × 		$10,000.00
2020-05-21 		$18,188.54
2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		$10,000.00
2020-05-21 		$19,163.83
2026-06-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI × 		$10,000.00
2020-05-21 		$14,288.37
2026-06-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year SCHD VYM JEPI
2026 (YTD) +15.40% +9.06% āˆ’2.89%
2025 +1.62% +12.42% +5.28%
2024 +8.53% +14.30% +9.43%
2023 +1.16% +3.14% +6.27%
2022 āˆ’9.13% āˆ’6.49% āˆ’9.35%
2021 +21.34% +17.90% +13.54%
2020 +13.48% āˆ’0.21% +16.76%
2019 +24.45% +21.29% —
2018 āˆ’7.33% āˆ’7.68% —
2017 +18.35% +14.01% —
2016 +14.09% +14.66% —
2015 āˆ’1.02% āˆ’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 — āˆ’31.98% —
2007 — āˆ’2.62% —
2006 — +2.75% —

Drawdowns

Thu 2020-05-21šŸ’¬ to Wed 2026-06-03 Current
Drawdown 		Worst
Drawdown
SCHD × 		āˆ’1.52%
from 2026-05-22 peak 		āˆ’21.66%
2022-09-30
from 2022-01-04 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		āˆ’0.44%
from 2026-06-02 peak 		āˆ’20.55%
2022-09-30
from 2022-01-11 peak
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI × 		āˆ’6.95%
from 2026-02-27 peak 		āˆ’18.27%
2022-09-30
from 2021-12-31 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-06-03 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SCHD × 		+22.36% +25.98%
+12.25%/yr 		+38.75%
+11.52%/yr 		+21.20%
+3.92%/yr 		+139.24%
+9.12%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+21.41% +33.71%
+15.65%/yr 		+52.96%
+15.20%/yr 		+39.41%
+6.87%/yr 		+121.29%
+8.27%/yr
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPI × 		+3.64% +8.87%
+4.35%/yr 		+17.52%
+5.52%/yr 		+14.88%
+2.81%/yr 		—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund