All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2022-05-04? to Fri 2025-03-21 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+0.36%
2025-03-21 |
3.569 TRR
2025-03-21 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
+0.04%
2025-03-21 |
2.837 TRR
2025-03-21 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
MAIN × |
−1.24%
2025-03-21 |
10.95 TRR
2025-03-21 |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
O × |
+4.69%
2025-03-21 |
22.29 TRR
2025-03-21 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
JEPQ × |
−5.98%
2025-03-21 |
1.279 TRR
2025-03-21 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
JEPI × |
−0.87%
2025-03-21 |
1.385 TRR
2025-03-21 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QYLD × |
−6.30%
2025-03-21 |
1.661 TRR
2025-03-21 |
||||
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Fri 2025-03-21 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+5.91%
+2.01%/yr |
+6.35%/yr
(R2=0.545) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
+14.10%
+4.69%/yr |
+9.45%/yr
(R2=0.712) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
MAIN × |
+60.95%
+17.97%/yr |
+23.66%/yr
(R2=0.866) |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
O × |
−14.46%
−5.28%/yr |
−5.04%/yr
(R2=0.240) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
JEPQ × |
+27.88%
+8.91%/yr |
+19.47%/yr
(R2=0.901) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
JEPI × |
+11.96%
+4.00%/yr |
+8.44%/yr
(R2=0.874) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QYLD × |
+7.48%
+2.54%/yr |
+11.87%/yr
(R2=0.860) |
||||
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Fri 2025-03-21 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2022-05-04 |
$10,591.38
2025-03-21 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
$10,000.00
2022-05-04 |
$11,410.29
2025-03-21 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
MAIN × |
$10,000.00
2022-05-04 |
$16,095.10
2025-03-21 |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
O × |
$10,000.00
2022-05-04 |
$8,554.35
2025-03-21 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$12,787.60
2025-03-21 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
JEPI × |
$10,000.00
2022-05-04 |
$11,195.84
2025-03-21 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QYLD × |
$10,000.00
2022-05-04 |
$10,747.78
2025-03-21 |
||||
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Fri 2025-03-21 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −6.34% |
−16.22%
2022-09-30 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × | −4.59% |
−15.92%
2022-09-30 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
MAIN × | −8.22% |
−27.29%
2022-10-10 |
||||
Main Street Capital Corporation NYSE Common Stock | ||||||
O × | −20.55% |
−36.91%
2023-10-30 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
JEPQ × | −9.25% |
−19.01%
2022-10-14 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
JEPI × | −5.02% |
−12.43%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QYLD × | −9.50% |
−22.05%
2022-10-14 |
||||
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||