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

Total Real Returns

SCHD,VYM,MAIN,O,QYLD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2013-12-12? to Mon 2025-03-31 YTD
Return 		TRR
Price
SCHD × 		+1.57%
2025-03-31 		3.624 TRR
2025-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+0.17%
2025-03-31 		2.848 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
O × 		+7.63%
2025-03-31 		23.16 TRR
2025-03-31
Realty Income Corporation NYSE Common Stock
QYLD × 		−6.75%
2025-03-31 		1.645 TRR
2025-03-31
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

SCHD,VYM,MAIN,O,QYLD - Total Real Return Chart
Date
--
SCHD
--
SCHD (Trendline)
--
VYM
--
VYM (Trendline)
--
MAIN
--
MAIN (Trendline)
--
O
--
O (Trendline)
--
QYLD
--
QYLD (Trendline)
--
Thu 2013-12-12? to Mon 2025-03-31 Overall
Return 		Exponential
Trendline
SCHD × 		+148.31%
+8.38%/yr 		+8.89%/yr
(R2=0.926)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		+121.75%
+7.30%/yr 		+6.59%/yr
(R2=0.914)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN × 		+214.75%
+10.68%/yr 		+8.77%/yr
(R2=0.818)
Main Street Capital Corporation NYSE Common Stock
O × 		+104.28%
+6.53%/yr 		+4.64%/yr
(R2=0.500)
Realty Income Corporation NYSE Common Stock
QYLD × 		+64.49%
+4.50%/yr 		+4.58%/yr
(R2=0.760)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2013-12-12? to Mon 2025-03-31 Start
Value 		End
Value
SCHD × 		$10,000.00
2013-12-12 		$24,831.26
2025-03-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		$10,000.00
2013-12-12 		$22,175.03
2025-03-31
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN × 		$10,000.00
2013-12-12 		$31,474.68
2025-03-31
Main Street Capital Corporation NYSE Common Stock
O × 		$10,000.00
2013-12-12 		$20,428.02
2025-03-31
Realty Income Corporation NYSE Common Stock
QYLD × 		$10,000.00
2013-12-12 		$16,449.06
2025-03-31
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD VYM MAIN O QYLD
2025 (YTD) +1.57% +0.17% −3.00% +7.63% −6.75%
2024 +8.54% +14.30% +43.20% −4.86% +15.98%
2023 +1.16% +3.14% +24.07% −7.65% +18.83%
2022 −9.16% −6.50% −16.76% −12.99% −24.01%
2021 +21.35% +17.91% +38.55% +19.54% +3.19%
2020 +13.46% −0.22% −20.61% −12.66% +7.24%
2019 +24.49% +21.29% +33.82% +18.57% +19.92%
2018 −7.33% −7.68% −9.98% +13.77% −4.87%
2017 +18.31% +14.01% +13.67% +1.54% +16.30%
2016 +14.11% +14.66% +34.67% +13.43% +2.64%
2015 −1.00% −0.46% +7.70% +12.54% +6.47%
2014 +10.86% +12.70% −3.68% +33.33% +3.39%
2013 +30.88% +28.15% +15.11% −3.71% +2.08%
2012 +9.49% +10.78% +50.88% +18.24% —
2011 +5.73% +7.35% +24.05% +4.42% —
2010 — +12.54% +22.40% +37.30% —
2009 — +14.08% +79.94% +17.63% —
2008 — −31.97% −20.85% −8.33% —
2007 — −2.62% −5.10% −0.80% —
2006 — +2.76% — +32.74% —
2005 — — — −12.38% —
2004 — — — +29.61% —
2003 — — — +19.37% —
2002 — — — +24.52% —
2001 — — — +26.18% —
2000 — — — +28.39% —
1999 — — — −11.50% —
1998 — — — +3.92% —
1997 — — — +12.84% —
1996 — — — +11.00% —
1995 — — — +42.63% —
1994 — — — +9.86% —

Drawdowns

SCHD,VYM,MAIN,O,QYLD - Total Real Return Drawdowns Chart
Date
--
SCHD
--
VYM
--
MAIN
--
O
--
QYLD
--
Thu 2013-12-12? to Mon 2025-03-31 Current
Drawdown 		Worst
Drawdown
SCHD × 		−4.90% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM × 		−4.25% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN × 		−9.85% −64.52%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
O × 		−22.24% −48.26%
2020-03-18
Realty Income Corporation NYSE Common Stock
QYLD × 		−10.40% −29.54%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund