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

Thu 2020-05-28? to Thu 2026-05-14	YTD Return	TRR Price
SCHD ×	+13.60% 2026-05-14	4.106 TRR 2026-05-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+7.08% 2026-05-14	3.414 TRR 2026-05-14
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV ×	−1.56% 2026-05-14	0.9136 TRR 2026-05-14
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	−2.35% 2026-05-14	1.437 TRR 2026-05-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-28? to Thu 2026-05-14	Overall Return	Exponential Trendline
SCHD ×	+72.91% +9.62%/yr	+4.54%/yr (R2=0.483)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+81.01% +10.47%/yr	+7.21%/yr (R2=0.737)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV ×	−8.64% −1.50%/yr	−1.04%/yr (R2=0.209)
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	+40.29% +5.84%/yr	+4.72%/yr (R2=0.728)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-28? to Thu 2026-05-14	Start Value	End Value
SCHD ×	$10,000.00 2020-05-28	$17,290.55 2026-05-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	$10,000.00 2020-05-28	$18,101.05 2026-05-14
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV ×	$10,000.00 2020-05-28	$9,136.02 2026-05-14
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-28	$14,028.62 2026-05-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	VYM	SGOV	JEPI
2026 (YTD)	+13.60%	+7.08%	−1.56%	−2.35%
2025	+1.62%	+12.42%	+1.53%	+5.28%
2024	+8.53%	+14.30%	+2.33%	+9.43%
2023	+1.16%	+3.14%	+1.71%	+6.27%
2022	−9.13%	−6.49%	−4.59%	−9.35%
2021	+21.34%	+17.90%	−6.54%	+13.54%
2020	+13.48%	−0.21%	−1.52%	+16.76%
2019	+24.45%	+21.29%	—	—
2018	−7.33%	−7.68%	—	—
2017	+18.35%	+14.01%	—	—
2016	+14.09%	+14.66%	—	—
2015	−1.02%	−0.45%	—	—
2014	+10.85%	+12.69%	—	—
2013	+30.91%	+28.15%	—	—
2012	+9.50%	+10.77%	—	—
2011	+5.72%	+7.36%	—	—
2010	—	+12.54%	—	—
2009	—	+14.08%	—	—
2008	—	−31.98%	—	—
2007	—	−2.62%	—	—
2006	—	+2.75%	—	—

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Drawdowns

Thu 2020-05-28? to Thu 2026-05-14	Current Drawdown	Worst Drawdown
SCHD ×	−1.30%	−21.66% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−1.25%	−20.55% 2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV ×	−8.64%	−13.24% 2022-07-01
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	−6.44%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Rolling Returns

Period ending Thu 2026-05-14	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+22.31%	+21.48% +10.23%/yr	+38.66% +11.49%/yr	+18.37% +3.43%/yr	+139.52% +9.13%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+21.70%	+29.87% +13.97%/yr	+51.01% +14.69%/yr	+36.24% +6.38%/yr	+122.08% +8.30%/yr
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
SGOV ×	+0.13%	+2.60% +1.29%/yr	+4.67% +1.53%/yr	−4.56% −0.93%/yr	—
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund
JEPI ×	+5.17%	+8.33% +4.09%/yr	+18.18% +5.71%/yr	+15.09% +2.85%/yr	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund