All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHD,VYM,JEPQ,JEPI,QYLD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2022-05-04? to Mon 2025-10-13 YTD
Return
TRR
Price
SCHD
×
−2.63%
2025-10-13
3.462 TRR
2025-10-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+8.25%
2025-10-13
3.07 TRR
2025-10-13
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+7.32%
2025-10-13
1.46 TRR
2025-10-13
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+1.64%
2025-10-13
1.42 TRR
2025-10-13
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−0.17%
2025-10-13
1.77 TRR
2025-10-13
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Mon 2025-10-13 Overall
Return
Exponential
Trendline
SCHD
×
+2.78%
+0.80%/yr
+5.25%/yr
(R2=0.552)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+23.46%
+6.31%/yr
+9.63%/yr
(R2=0.798)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+45.96%
+11.61%/yr
+17.21%/yr
(R2=0.899)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+14.80%
+4.09%/yr
+7.29%/yr
(R2=0.863)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+14.51%
+4.01%/yr
+9.81%/yr
(R2=0.830)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2025-10-13 Start
Value
End
Value
SCHD
×
$10,000.00
2022-05-04
$10,277.88
2025-10-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2022-05-04
$12,346.28
2025-10-13
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$14,596.38
2025-10-13
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,479.90
2025-10-13
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$11,450.53
2025-10-13
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD VYM JEPQ JEPI QYLD
2025 (YTD) −2.63% +8.25% +7.32% +1.64% −0.17%
2024 +8.53% +14.30% +21.39% +9.44% +16.02%
2023 +1.12% +3.14% +31.89% +6.27% +18.80%
2022 −9.12% −6.49% −15.05% −9.36% −23.99%
2021 +21.33% +17.91% +13.55% +3.15%
2020 +13.51% −0.22% +16.75% +7.30%
2019 +24.44% +21.29% +19.94%
2018 −7.35% −7.68% −4.86%
2017 +18.37% +14.01% +16.32%
2016 +14.07% +14.67% +2.58%
2015 −1.01% −0.45% +6.46%
2014 +10.81% +12.69% +3.44%
2013 +30.95% +28.15% +1.99%
2012 +9.49% +10.79%
2011 +5.72% +7.35%
2010 +12.55%
2009 +14.06%
2008 −31.97%
2007 −2.63%
2006 +2.77%

Drawdowns

Wed 2022-05-04? to Mon 2025-10-13 Current
Drawdown
Worst
Drawdown
SCHD
×
−9.14% −17.33%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−1.49% −15.92%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−0.62% −20.44%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−2.60% −14.45%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−3.55% −22.06%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund