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 2022-05-04šŸ’¬ to Thu 2026-06-11 YTD
Return 		1 Year
Return
SCHD × 		+15.51%
2026-06-11 		+20.67%
2026-06-11
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM × 		+7.66%
2026-06-11 		+19.18%
2026-06-11
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
JEPQ × 		+3.52%
2026-06-11 		+19.95%
2026-06-11
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI × 		āˆ’2.59%
2026-06-11 		+3.23%
2026-06-11
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
QYLD × 		+3.39%
2026-06-11 		+17.18%
2026-06-11
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04šŸ’¬ to Thu 2026-06-11 Overall
Return 		Exponential
Trendline
SCHD × 		+23.90%
+5.36%/yr 		+6.50%/yr
(R2=0.693)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM × 		+38.05%
+8.17%/yr 		+11.03%/yr
(R2=0.876)
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
JEPQ × 		+57.96%
+11.78%/yr 		+16.97%/yr
(R2=0.933)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI × 		+15.82%
+3.64%/yr 		+6.99%/yr
(R2=0.893)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
QYLD × 		+26.29%
+5.85%/yr 		+10.23%/yr
(R2=0.896)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04šŸ’¬ to Thu 2026-06-11 Start
Value 		End
Value
SCHD × 		$10,000.00
2022-05-04 		$12,390.19
2026-06-11
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM × 		$10,000.00
2022-05-04 		$13,804.56
2026-06-11
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
JEPQ × 		$10,000.00
2022-05-04 		$15,796.49
2026-06-11
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI × 		$10,000.00
2022-05-04 		$11,582.17
2026-06-11
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
QYLD × 		$10,000.00
2022-05-04 		$12,629.12
2026-06-11
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD VYM JEPQ JEPI QYLD
2026 (YTD) +15.51% +7.66% +3.52% āˆ’2.59% +3.39%
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 āˆ’9.13% āˆ’6.49% āˆ’15.03% āˆ’9.35% āˆ’23.98%
2021 +21.34% +17.90% — +13.54% +3.15%
2020 +13.48% āˆ’0.21% — +16.76% +7.26%
2019 +24.45% +21.29% — — +19.95%
2018 āˆ’7.33% āˆ’7.68% — — āˆ’4.88%
2017 +18.35% +14.01% — — +16.33%
2016 +14.09% +14.66% — — +2.64%
2015 āˆ’1.02% āˆ’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 — āˆ’31.98% — — —
2007 — āˆ’2.62% — — —
2006 — +2.75% — — —

Drawdowns

Wed 2022-05-04šŸ’¬ to Thu 2026-06-11 Current
Drawdown 		Worst
Drawdown
SCHD × 		āˆ’1.21%
from 2026-05-22 peak 		āˆ’17.32%
2025-04-08
from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM × 		āˆ’1.41%
from 2026-06-02 peak 		āˆ’15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
JEPQ × 		āˆ’2.35%
from 2026-06-02 peak 		āˆ’20.43%
2025-04-08
from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI × 		āˆ’6.67%
from 2026-02-27 peak 		āˆ’14.46%
2025-04-08
from 2024-11-29 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
QYLD × 		āˆ’0.93%
from 2026-06-02 peak 		āˆ’22.03%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-06-11 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SCHD × 		+20.67% +27.14%
+12.76%/yr 		+38.03%
+11.34%/yr 		+21.34%
+3.95%/yr 		+137.60%
+9.04%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VYM × 		+19.18% +32.68%
+15.19%/yr 		+49.55%
+14.36%/yr 		+38.16%
+6.68%/yr 		+117.93%
+8.10%/yr
Vanguard High Dividend Yield Index Fund ETF Shares NYSE Exchange-Traded Fund
JEPQ × 		+19.95% +26.66%
+12.54%/yr 		+56.65%
+16.14%/yr 		— —
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI × 		+3.23% +8.63%
+4.23%/yr 		+17.81%
+5.62%/yr 		+14.86%
+2.81%/yr 		—
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
QYLD × 		+17.18% +21.43%
+10.19%/yr 		+32.44%
+9.82%/yr 		+19.21%
+3.58%/yr 		+82.14%
+6.18%/yr
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund