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

Total Real Returns

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

Thu 2013-12-12? to Tue 2025-04-01 YTD
Return
TRR
Price
SCHD
×
+1.57%
2025-04-01
3.612 TRR
2025-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+0.17%
2025-04-01
2.841 TRR
2025-04-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−1.01%
2025-04-01
10.98 TRR
2025-04-01
Main Street Capital Corporation NYSE Common Stock
QYLD
×
−6.75%
2025-04-01
1.654 TRR
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2013-12-12? to Tue 2025-04-01 Overall
Return
Exponential
Trendline
SCHD
×
+147.51%
+8.35%/yr
+8.88%/yr
(R2=0.926)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+121.25%
+7.28%/yr
+6.59%/yr
(R2=0.914)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
+221.20%
+10.88%/yr
+8.77%/yr
(R2=0.818)
Main Street Capital Corporation NYSE Common Stock
QYLD
×
+65.38%
+4.55%/yr
+4.57%/yr
(R2=0.760)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2013-12-12? to Tue 2025-04-01 Start
Value
End
Value
SCHD
×
$10,000.00
2013-12-12
$24,751.33
2025-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2013-12-12
$22,125.17
2025-04-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
$10,000.00
2013-12-12
$32,120.20
2025-04-01
Main Street Capital Corporation NYSE Common Stock
QYLD
×
$10,000.00
2013-12-12
$16,538.08
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD VYM MAIN QYLD
2025 (YTD) +1.57% +0.17% −1.01% −6.75%
2024 +8.54% +14.30% +43.16% +15.98%
2023 +1.16% +3.14% +24.06% +18.83%
2022 −9.16% −6.50% −16.74% −24.01%
2021 +21.35% +17.91% +38.55% +3.19%
2020 +13.46% −0.22% −20.61% +7.24%
2019 +24.49% +21.29% +33.82% +19.92%
2018 −7.33% −7.68% −9.98% −4.87%
2017 +18.31% +14.01% +13.63% +16.30%
2016 +14.11% +14.66% +34.65% +2.64%
2015 −1.00% −0.46% +7.76% +6.47%
2014 +10.86% +12.70% −3.68% +3.39%
2013 +30.88% +28.15% +15.04% +2.08%
2012 +9.49% +10.78% +50.97%
2011 +5.73% +7.35% +24.05%
2010 +12.54% +22.39%
2009 +14.08% +79.97%
2008 −31.97% −20.85%
2007 −2.62% −5.10%
2006 +2.76%

Drawdowns

Thu 2013-12-12? to Tue 2025-04-01 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.20% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−4.47% −35.39%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
MAIN
×
−8.00% −64.52%
2020-03-23
Main Street Capital Corporation NYSE Common Stock
QYLD
×
−9.91% −29.54%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund