All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Fri 2025-05-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−5.20%
2025-05-02 |
3.371 TRR
2025-05-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
−2.18%
2025-05-02 |
2.774 TRR
2025-05-02 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
−2.09%
2025-05-02 |
1.368 TRR
2025-05-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+46.98%
+8.10%/yr |
+4.28%/yr
(R2=0.338) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+52.90%
+8.96%/yr |
+5.70%/yr
(R2=0.557) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+36.79%
+6.54%/yr |
+4.35%/yr
(R2=0.576) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$14,698.25
2025-05-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$15,290.26
2025-05-02 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$13,679.04
2025-05-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | JEPI |
|---|---|---|---|
| 2025 (YTD) | −5.20% | −2.18% | −2.09% |
| 2024 | +8.53% | +14.30% | +9.43% |
| 2023 | +1.16% | +3.14% | +6.26% |
| 2022 | −9.14% | −6.50% | −9.35% |
| 2021 | +21.36% | +17.90% | +13.54% |
| 2020 | +13.49% | −0.21% | +16.74% |
| 2019 | +24.44% | +21.29% | — |
| 2018 | −7.32% | −7.68% | — |
| 2017 | +18.35% | +14.01% | — |
| 2016 | +14.09% | +14.66% | — |
| 2015 | −1.08% | −0.44% | — |
| 2014 | +10.84% | +12.69% | — |
| 2013 | +30.96% | +28.14% | — |
| 2012 | +9.49% | +10.78% | — |
| 2011 | +5.73% | +7.36% | — |
| 2010 | — | +12.55% | — |
| 2009 | — | +14.05% | — |
| 2008 | — | −31.98% | — |
| 2007 | — | −2.62% | — |
| 2006 | — | +2.75% | — |
| Thu 2020-05-21? to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −11.51% |
−21.68%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −6.71% |
−20.55%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −6.19% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||