JEPQ,DGRO,SCHD Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

📈 Total Real Returns

JEPQ,DGRO,SCHD: Total Return Chart (with Dividends Reinvested)

Dividends Reinvested:

Wed 2022-05-04^💬 to Wed 2026-05-27	YTD Return	1 Year Return
JEPQ ^×	+8.46% 2026-05-27	+28.78% 2026-05-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
DGRO ^×	+7.92% 2026-05-27	+22.61% 2026-05-27
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ^×	+19.67% 2026-05-27	+28.69% 2026-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Wed 2022-05-04^💬 to Wed 2026-05-27	Overall Return	Exponential Trendline
JEPQ ^×	+85.25% +16.39%/yr	+20.47%/yr (R²=0.951)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
DGRO ^×	+56.43% +11.64%/yr	+14.33%/yr (R²=0.942)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ^×	+43.68% +9.33%/yr	+9.52%/yr (R²=0.831)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04^💬 to Wed 2026-05-27	Start Value	End Value
JEPQ ^×	$10,000.00 2022-05-04	$18,524.90 2026-05-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
DGRO ^×	$10,000.00 2022-05-04	$15,643.29 2026-05-27
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ^×	$10,000.00 2022-05-04	$14,367.94 2026-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year	JEPQ	DGRO	SCHD
2026 (YTD)	+8.46%	+7.92%	+19.67%
2025	+15.19%	+15.69%	+4.34%
2024	+24.89%	+16.62%	+11.66%
2023	+36.28%	+10.47%	+4.54%
2022	−12.89%	−7.91%	−3.26%
2021	—	+26.65%	+29.87%
2020	—	+9.50%	+15.03%
2019	—	+29.87%	+27.29%
2018	—	−2.38%	−5.56%
2017	—	+23.00%	+20.85%
2016	—	+15.20%	+16.45%
2015	—	−0.69%	−0.30%
2014	—	+8.56%	+11.69%
2013	—	—	+32.88%
2012	—	—	+11.39%
2011	—	—	+5.31%

Drawdowns

Wed 2022-05-04^💬 to Wed 2026-05-27	Current Drawdown	Worst Drawdown
JEPQ ^×	—	−20.07% 2025-04-08 from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
DGRO ^×	−0.37% from 2026-05-22 peak	−15.04% 2022-09-30 from 2022-08-16 peak
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ^×	−0.85% from 2026-05-22 peak	−16.13% 2025-04-08 from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-27	1 Year	2 Years	3 Years	5 Years	10 Years
JEPQ ^×	+28.78%	+39.02% +17.84%/yr	+75.88% +20.68%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
DGRO ^×	+22.61%	+35.27% +16.25%/yr	+61.57% +17.32%/yr	+64.83% +10.51%/yr	+246.86% +13.25%/yr
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ^×	+28.69%	+34.85% +16.07%/yr	+55.04% +15.72%/yr	+51.87% +8.72%/yr	+235.45% +12.87%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund