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

Total Real Returns

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

Wed 2022-05-04? to Wed 2025-04-02 YTD
Return
TRR
Price
VYM
×
+0.75%
2025-04-02
2.857 TRR
2025-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−6.71%
2025-04-02
1.269 TRR
2025-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
−6.41%
2025-04-02
1.661 TRR
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Wed 2025-04-02 Overall
Return
Exponential
Trendline
VYM
×
+14.91%
+4.89%/yr
+9.46%/yr
(R2=0.719)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+26.87%
+8.51%/yr
+19.25%/yr
(R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
+7.42%
+2.49%/yr
+11.72%/yr
(R2=0.858)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Wed 2025-04-02 Start
Value
End
Value
VYM
×
$10,000.00
2022-05-04
$11,490.59
2025-04-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$12,687.04
2025-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$10,742.16
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VYM JEPQ QYLD
2025 (YTD) +0.75% −6.71% −6.41%
2024 +14.30% +21.39% +16.04%
2023 +3.14% +31.86% +18.83%
2022 −6.50% −15.04% −24.01%
2021 +17.91% +3.13%
2020 −0.21% +7.30%
2019 +21.29% +19.92%
2018 −7.69% −4.87%
2017 +14.01% +16.30%
2016 +14.66% +2.64%
2015 −0.44% +6.47%
2014 +12.68% +3.39%
2013 +28.17% +2.08%
2012 +10.75%
2011 +7.38%
2010 +12.54%
2009 +14.08%
2008 −31.99%
2007 −2.60%
2006 +2.74%

Drawdowns

Wed 2022-05-04? to Wed 2025-04-02 Current
Drawdown
Worst
Drawdown
VYM
×
−3.92% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−9.96% −19.02%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
−9.59% −22.01%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund