All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| 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 | ||||||
| MAIN × |
−3.00%
2025-03-31 |
10.76 TRR
2025-03-31 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| 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 | ||||||
| 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 | ||||||
| MAIN × |
+58.08%
+17.06%/yr |
+23.74%/yr
(R2=0.870) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| 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 | ||||||
| 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 | ||||||
| MAIN × |
$10,000.00
2022-05-04 |
$15,807.71
2025-03-31 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| 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 | ||||||
| Year | SCHD | VYM | MAIN | JEPQ | JEPI |
|---|---|---|---|---|---|
| 2025 (YTD) | +1.90% | +0.40% | −3.00% | −7.86% | −0.90% |
| 2024 | +8.54% | +14.30% | +43.20% | +21.41% | +9.43% |
| 2023 | +1.16% | +3.14% | +24.07% | +31.84% | +6.27% |
| 2022 | −9.13% | −6.50% | −16.76% | −15.03% | −9.34% |
| 2021 | +21.31% | +17.90% | +38.55% | — | +13.54% |
| 2020 | +13.46% | −0.21% | −20.61% | — | +16.75% |
| 2019 | +24.49% | +21.30% | +33.82% | — | — |
| 2018 | −7.33% | −7.69% | −9.98% | — | — |
| 2017 | +18.31% | +14.01% | +13.67% | — | — |
| 2016 | +14.11% | +14.66% | +34.67% | — | — |
| 2015 | −1.00% | −0.44% | +7.70% | — | — |
| 2014 | +10.86% | +12.68% | −3.68% | — | — |
| 2013 | +30.89% | +28.15% | +15.11% | — | — |
| 2012 | +9.49% | +10.78% | +50.88% | — | — |
| 2011 | +5.73% | +7.35% | +24.05% | — | — |
| 2010 | — | +12.54% | +22.40% | — | — |
| 2009 | — | +14.08% | +79.94% | — | — |
| 2008 | — | −31.97% | −20.85% | — | — |
| 2007 | — | −2.62% | −5.10% | — | — |
| 2006 | — | +2.76% | — | — | — |
| 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 | ||||||
| MAIN × | −9.85% |
−27.29%
2022-10-10 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| 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 | ||||||