All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Tue 2025-04-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+1.57%
2025-04-01 |
3.612 TRR
2025-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+0.17%
2025-04-01 |
2.841 TRR
2025-04-01 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
−1.54%
2025-04-01 |
1.376 TRR
2025-04-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QYLD × |
−6.75%
2025-04-01 |
1.654 TRR
2025-04-01 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+57.55%
+9.80%/yr |
+4.43%/yr
(R2=0.344) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+56.56%
+9.66%/yr |
+5.76%/yr
(R2=0.550) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+37.59%
+6.78%/yr |
+4.44%/yr
(R2=0.576) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QYLD × |
+18.16%
+3.49%/yr |
+0.89%/yr
(R2=0.019) |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$15,754.66
2025-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$15,656.41
2025-04-01 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$13,759.09
2025-04-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QYLD × |
$10,000.00
2020-05-21 |
$11,816.25
2025-04-01 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | JEPI | QYLD |
|---|---|---|---|---|
| 2025 (YTD) | +1.57% | +0.17% | −1.54% | −6.75% |
| 2024 | +8.54% | +14.30% | +9.43% | +15.98% |
| 2023 | +1.16% | +3.14% | +6.27% | +18.83% |
| 2022 | −9.16% | −6.50% | −9.36% | −24.01% |
| 2021 | +21.35% | +17.91% | +13.53% | +3.19% |
| 2020 | +13.46% | −0.22% | +16.77% | +7.24% |
| 2019 | +24.49% | +21.29% | — | +19.92% |
| 2018 | −7.33% | −7.68% | — | −4.87% |
| 2017 | +18.31% | +14.01% | — | +16.30% |
| 2016 | +14.11% | +14.66% | — | +2.64% |
| 2015 | −1.00% | −0.46% | — | +6.47% |
| 2014 | +10.86% | +12.70% | — | +3.39% |
| 2013 | +30.88% | +28.15% | — | +2.08% |
| 2012 | +9.49% | +10.78% | — | — |
| 2011 | +5.73% | +7.35% | — | — |
| 2010 | — | +12.54% | — | — |
| 2009 | — | +14.08% | — | — |
| 2008 | — | −31.97% | — | — |
| 2007 | — | −2.62% | — | — |
| 2006 | — | +2.76% | — | — |
| Thu 2020-05-21? to Tue 2025-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −5.20% |
−21.65%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −4.47% |
−20.56%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −5.67% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QYLD × | −9.91% |
−29.54%
2022-10-14 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||