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