All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Thu 2025-07-24 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−0.62%
2025-07-24 |
3.534 TRR
2025-07-24 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+5.56%
2025-07-24 |
2.994 TRR
2025-07-24 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × |
+1.18%
2025-07-24 |
1.376 TRR
2025-07-24 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+1.40%
2025-07-24 |
1.417 TRR
2025-07-24 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2025-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+4.88%
+1.49%/yr |
+5.41%/yr
(R2=0.519) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
+20.40%
+5.93%/yr |
+9.17%/yr
(R2=0.754) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × |
+37.62%
+10.42%/yr |
+17.38%/yr
(R2=0.882) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+14.52%
+4.30%/yr |
+7.50%/yr
(R2=0.848) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2025-07-24 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$10,488.27
2025-07-24 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2022-05-04 |
$12,040.35
2025-07-24 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$13,761.88
2025-07-24 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$11,452.32
2025-07-24 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | VYM | JEPQ | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | −0.62% | +5.56% | +1.18% | +1.40% |
| 2024 | +8.54% | +14.30% | +21.41% | +9.43% |
| 2023 | +1.16% | +3.14% | +31.85% | +6.27% |
| 2022 | −9.16% | −6.49% | −15.03% | −9.35% |
| 2021 | +21.34% | +17.89% | — | +13.55% |
| 2020 | +13.51% | −0.21% | — | +16.76% |
| 2019 | +24.41% | +21.29% | — | — |
| 2018 | −7.33% | −7.68% | — | — |
| 2017 | +18.37% | +14.01% | — | — |
| 2016 | +14.11% | +14.65% | — | — |
| 2015 | −1.08% | −0.44% | — | — |
| 2014 | +10.85% | +12.69% | — | — |
| 2013 | +30.95% | +28.16% | — | — |
| 2012 | +9.48% | +10.76% | — | — |
| 2011 | +5.73% | +7.35% | — | — |
| 2010 | — | +12.55% | — | — |
| 2009 | — | +14.10% | — | — |
| 2008 | — | −31.99% | — | — |
| 2007 | — | −2.61% | — | — |
| 2006 | — | +2.75% | — | — |
| Wed 2022-05-04? to Thu 2025-07-24 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −7.24% |
−17.34%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VYM × | −0.43% |
−15.93%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × | −2.34% |
−20.43%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −2.82% |
−14.45%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||