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

Tue 2022-08-30? to Wed 2025-03-19	YTD Return	TRR Price
SPYI ×	−3.03% 2025-03-19	1.248 TRR 2025-03-19
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	−0.38% 2025-03-19	1.392 TRR 2025-03-19
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ×	+1.34% 2025-03-19	3.604 TRR 2025-03-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+0.78% 2025-03-19	2.858 TRR 2025-03-19
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Wed 2025-03-19	Overall Return	Exponential Trendline
SPYI ×	+24.78% +9.06%/yr	+13.91%/yr (R2=0.944)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	+19.17% +7.11%/yr	+9.53%/yr (R2=0.903)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ×	+16.99% +6.34%/yr	+8.04%/yr (R2=0.636)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+24.69% +9.03%/yr	+11.33%/yr (R2=0.769)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Wed 2025-03-19	Start Value	End Value
SPYI ×	$10,000.00 2022-08-30	$12,477.67 2025-03-19
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$11,916.53 2025-03-19
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2022-08-30	$11,698.66 2025-03-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	$10,000.00 2022-08-30	$12,469.11 2025-03-19
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

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Annual Returns

Year	SPYI	JEPI	SCHD	VYM
2025 (YTD)	−3.03%	−0.38%	+1.34%	+0.78%
2024	+15.69%	+9.44%	+8.51%	+14.30%
2023	+14.29%	+6.26%	+1.15%	+3.14%
2022	−2.68%	−9.33%	−9.12%	−6.49%
2021	—	+13.53%	+21.36%	+17.90%
2020	—	+16.76%	+13.46%	−0.21%
2019	—	—	+24.47%	+21.30%
2018	—	—	−7.33%	−7.69%
2017	—	—	+18.37%	+14.01%
2016	—	—	+14.08%	+14.67%
2015	—	—	−1.07%	−0.45%
2014	—	—	+10.86%	+12.69%
2013	—	—	+30.94%	+28.16%
2012	—	—	+9.50%	+10.77%
2011	—	—	+5.72%	+7.36%
2010	—	—	—	+12.52%
2009	—	—	—	+14.10%
2008	—	—	—	−31.99%
2007	—	—	—	−2.61%
2006	—	—	—	+2.74%

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Drawdowns

Tue 2022-08-30? to Wed 2025-03-19	Current Drawdown	Worst Drawdown
SPYI ×	−6.07%	−10.35% 2022-10-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	−4.54%	−9.36% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ×	−5.40%	−15.16% 2023-10-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−3.88%	−12.86% 2023-10-27
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund