All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Wed 2025-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+1.57%
2025-04-02 |
3.612 TRR
2025-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+0.75%
2025-04-02 |
2.857 TRR
2025-04-02 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
−0.45%
2025-04-02 |
1.391 TRR
2025-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+57.55%
+9.79%/yr |
+4.43%/yr
(R2=0.344) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+57.46%
+9.78%/yr |
+5.77%/yr
(R2=0.551) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+39.13%
+7.02%/yr |
+4.44%/yr
(R2=0.576) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$15,754.66
2025-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$15,745.74
2025-04-02 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$13,912.62
2025-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | JEPI |
|---|---|---|---|
| 2025 (YTD) | +1.57% | +0.75% | −0.45% |
| 2024 | +8.50% | +14.30% | +9.44% |
| 2023 | +1.16% | +3.14% | +6.28% |
| 2022 | −9.12% | −6.50% | −9.35% |
| 2021 | +21.35% | +17.91% | +13.52% |
| 2020 | +13.46% | −0.21% | +16.77% |
| 2019 | +24.49% | +21.29% | — |
| 2018 | −7.33% | −7.69% | — |
| 2017 | +18.31% | +14.01% | — |
| 2016 | +14.11% | +14.66% | — |
| 2015 | −1.00% | −0.44% | — |
| 2014 | +10.86% | +12.68% | — |
| 2013 | +30.86% | +28.17% | — |
| 2012 | +9.50% | +10.75% | — |
| 2011 | +5.71% | +7.38% | — |
| 2010 | — | +12.54% | — |
| 2009 | — | +14.08% | — |
| 2008 | — | −31.99% | — |
| 2007 | — | −2.60% | — |
| 2006 | — | +2.74% | — |
| Thu 2020-05-21? to Wed 2025-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −5.20% |
−21.68%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −3.92% |
−20.55%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −4.60% |
−18.27%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||