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 Fri 2026-05-01? YTD
Return
TRR
Price
SCHD
×
+13.43%
2026-05-01
4.143 TRR
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+6.37%
2026-05-01
3.423 TRR
2026-05-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+2.83%
2026-05-01
1.569 TRR
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−0.19%
2026-05-01
1.469 TRR
2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+3.96%
2026-05-01
1.963 TRR
2026-05-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2026-05-01? Overall
Return
Exponential
Trendline
SCHD
×
+22.97%
+5.32%/yr
+6.16%/yr
(R2=0.668)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+37.66%
+8.34%/yr
+10.84%/yr
(R2=0.866)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+56.92%
+11.95%/yr
+17.02%/yr
(R2=0.929)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+18.69%
+4.38%/yr
+7.21%/yr
(R2=0.900)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+26.98%
+6.17%/yr
+10.16%/yr
(R2=0.887)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2026-05-01? Start
Value
End
Value
SCHD
×
$10,000.00
2022-05-04
$12,297.25
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2022-05-04
$13,765.73
2026-05-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$15,691.95
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,868.58
2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$12,698.43
2026-05-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD VYM JEPQ JEPI QYLD
2026 (YTD) +13.43% +6.37% +2.83% −0.19% +3.96%
2025 +1.62% +12.42% +12.19% +5.28% +6.46%
2024 +8.53% +14.30% +21.40% +9.43% +16.01%
2023 +1.16% +3.14% +31.87% +6.27% +18.81%
2022 −9.13% −6.49% −15.03% −9.35% −23.98%
2021 +21.34% +17.90% +13.54% +3.15%
2020 +13.48% −0.21% +16.76% +7.26%
2019 +24.45% +21.29% +19.95%
2018 −7.33% −7.68% −4.88%
2017 +18.35% +14.01% +16.33%
2016 +14.09% +14.66% +2.64%
2015 −1.02% −0.45% +6.39%
2014 +10.85% +12.69% +3.47%
2013 +30.91% +28.15% +2.00%
2012 +9.50% +10.77%
2011 +5.72% +7.36%
2010 +12.54%
2009 +14.08%
2008 −31.98%
2007 −2.62%
2006 +2.75%

Drawdowns

Wed 2022-05-04? to Fri 2026-05-01? Current
Drawdown
Worst
Drawdown
SCHD
×
−0.66% −17.32%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−1.00% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
0.00% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−4.36% −14.46%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
0.00% −22.03%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund