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

Wed 2022-05-04? to Mon 2025-03-31	YTD Return	TRR Price
SCHD ×	+1.90% 2025-03-31	3.624 TRR 2025-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+0.40% 2025-03-31	2.847 TRR 2025-03-31
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ ×	−7.86% 2025-03-31	1.253 TRR 2025-03-31
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−0.90% 2025-03-31	1.385 TRR 2025-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	−7.25% 2025-03-31	1.645 TRR 2025-03-31
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

---

Returns

Wed 2022-05-04? to Mon 2025-03-31	Overall Return	Exponential Trendline
SCHD ×	+7.58% +2.54%/yr	+6.37%/yr (R2=0.553)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+14.51% +4.77%/yr	+9.46%/yr (R2=0.717)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ ×	+25.31% +8.07%/yr	+19.31%/yr (R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+11.93% +3.95%/yr	+8.39%/yr (R2=0.875)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	+6.40% +2.16%/yr	+11.76%/yr (R2=0.858)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

---

Growth of $10,000

Wed 2022-05-04? to Mon 2025-03-31	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$10,757.98 2025-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	$10,000.00 2022-05-04	$11,450.90 2025-03-31
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$12,531.46 2025-03-31
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$11,192.95 2025-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	$10,000.00 2022-05-04	$10,639.80 2025-03-31
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

---

Annual Returns

Year	SCHD	VYM	JEPQ	JEPI	QYLD
2025 (YTD)	+1.90%	+0.40%	−7.86%	−0.90%	−7.25%
2024	+8.54%	+14.30%	+21.41%	+9.43%	+15.98%
2023	+1.16%	+3.14%	+31.84%	+6.27%	+18.83%
2022	−9.13%	−6.50%	−15.03%	−9.34%	−24.01%
2021	+21.31%	+17.90%	—	+13.54%	+3.19%
2020	+13.46%	−0.21%	—	+16.75%	+7.24%
2019	+24.49%	+21.30%	—	—	+19.92%
2018	−7.33%	−7.69%	—	—	−4.87%
2017	+18.31%	+14.01%	—	—	+16.39%
2016	+14.11%	+14.66%	—	—	+2.64%
2015	−1.00%	−0.44%	—	—	+6.37%
2014	+10.86%	+12.68%	—	—	+3.49%
2013	+30.89%	+28.15%	—	—	+1.98%
2012	+9.49%	+10.78%	—	—	—
2011	+5.73%	+7.35%	—	—	—
2010	—	+12.54%	—	—	—
2009	—	+14.08%	—	—	—
2008	—	−31.97%	—	—	—
2007	—	−2.62%	—	—	—
2006	—	+2.76%	—	—	—

---

Drawdowns

Wed 2022-05-04? to Mon 2025-03-31	Current Drawdown	Worst Drawdown
SCHD ×	−4.87%	−16.20% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−4.25%	−15.93% 2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ ×	−11.08%	−19.02% 2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−5.04%	−12.44% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	−10.40%	−22.01% 2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund