All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Fri 2025-04-04 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−7.91%
2025-04-04 |
3.275 TRR
2025-04-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
−8.92%
2025-04-04 |
2.583 TRR
2025-04-04 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × |
−16.23%
2025-04-04 |
1.139 TRR
2025-04-04 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Date | -- |
|---|---|
SCHD | -- |
SCHD (Trendline) | -- |
VYM | -- |
VYM (Trendline) | -- |
JEPQ | -- |
JEPQ (Trendline) | -- |
| Wed 2022-05-04? to Fri 2025-04-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−2.77%
−0.96%/yr |
+6.34%/yr
(R2=0.553) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+3.89%
+1.32%/yr |
+9.42%/yr
(R2=0.718) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × |
+13.94%
+4.57%/yr |
+19.14%/yr
(R2=0.896) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2025-04-04 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$9,723.08
2025-04-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2022-05-04 |
$10,388.81
2025-04-04 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$11,393.64
2025-04-04 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | JEPQ |
|---|---|---|---|
| 2025 (YTD) | −7.91% | −8.92% | −16.23% |
| 2024 | +8.54% | +14.30% | +21.41% |
| 2023 | +1.16% | +3.13% | +31.82% |
| 2022 | −9.12% | −6.49% | −15.01% |
| 2021 | +21.30% | +17.90% | — |
| 2020 | +13.51% | −0.21% | — |
| 2019 | +24.41% | +21.29% | — |
| 2018 | −7.33% | −7.67% | — |
| 2017 | +18.37% | +14.01% | — |
| 2016 | +14.11% | +14.66% | — |
| 2015 | −1.00% | −0.44% | — |
| 2014 | +10.77% | +12.68% | — |
| 2013 | +30.96% | +28.16% | — |
| 2012 | +9.49% | +10.78% | — |
| 2011 | +5.73% | +7.35% | — |
| 2010 | — | +12.54% | — |
| 2009 | — | +14.11% | — |
| 2008 | — | −31.99% | — |
| 2007 | — | −2.62% | — |
| 2006 | — | +2.76% | — |
Date | -- |
|---|---|
SCHD | -- |
VYM | -- |
JEPQ | -- |
| Wed 2022-05-04? to Fri 2025-04-04 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −14.01% |
−16.19%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −13.14% |
−15.93%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × | −19.15% |
−19.15%
2025-04-04 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||