All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Wed 2026-04-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+10.99%
2026-04-01 |
4.011 TRR
2026-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+2.59%
2026-04-01 |
3.271 TRR
2026-04-01 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
−1.35%
2026-04-01 |
1.452 TRR
2026-04-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2026-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+74.94%
+10.01%/yr |
+4.43%/yr
(R2=0.458) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+80.25%
+10.57%/yr |
+7.05%/yr
(R2=0.723) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+45.16%
+6.56%/yr |
+4.74%/yr
(R2=0.718) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2026-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$17,494.27
2026-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$18,025.10
2026-04-01 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$14,516.21
2026-04-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | JEPI |
|---|---|---|---|
| 2026 (YTD) | +10.99% | +2.59% | −1.35% |
| 2025 | +1.63% | +12.42% | +5.28% |
| 2024 | +8.50% | +14.31% | +9.43% |
| 2023 | +1.18% | +3.13% | +6.27% |
| 2022 | −9.14% | −6.50% | −9.36% |
| 2021 | +21.34% | +17.90% | +13.56% |
| 2020 | +13.45% | −0.21% | +16.75% |
| 2019 | +24.45% | +21.28% | — |
| 2018 | −7.32% | −7.67% | — |
| 2017 | +18.36% | +14.00% | — |
| 2016 | +14.07% | +14.66% | — |
| 2015 | −1.02% | −0.44% | — |
| 2014 | +10.84% | +12.68% | — |
| 2013 | +30.92% | +28.14% | — |
| 2012 | +9.50% | +10.79% | — |
| 2011 | +5.73% | +7.36% | — |
| 2010 | — | +12.53% | — |
| 2009 | — | +14.06% | — |
| 2008 | — | −31.97% | — |
| 2007 | — | −2.62% | — |
| 2006 | — | +2.76% | — |
| Thu 2020-05-21? to Wed 2026-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −3.63% |
−21.67%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −5.40% |
−20.55%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −5.48% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||