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

Dividends Reinvested:

Wed 2022-05-04^? to Fri 2025-08-08	YTD Return	TR Price
JEPQ ^×	+5.00% 2025-08-08	1.557 TR 2025-08-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ^×	+0.25% 2025-08-08	4.966 TR 2025-08-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Wed 2022-05-04^? to Fri 2025-08-08	Overall Return	Exponential Trendline
JEPQ ^×	+55.67% +14.52%/yr	+20.86%/yr (R²=0.915)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ^×	+15.36% +4.48%/yr	+8.54%/yr (R²=0.746)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04^? to Fri 2025-08-08	Start Value	End Value
JEPQ ^×	$10,000.00 2022-05-04	$15,567.44 2025-08-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ^×	$10,000.00 2022-05-04	$11,535.99 2025-08-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year	JEPQ	SCHD
2025 (YTD)	+5.00%	+0.25%
2024	+24.89%	+11.66%
2023	+36.26%	+4.54%
2022	−12.89%	−3.26%
2021	—	+29.87%
2020	—	+15.03%
2019	—	+27.29%
2018	—	−5.56%
2017	—	+20.85%
2016	—	+16.45%
2015	—	−0.30%
2014	—	+11.69%
2013	—	+32.88%
2012	—	+11.39%
2011	—	+5.31%

Drawdowns

Wed 2022-05-04^? to Fri 2025-08-08	Current Drawdown	Worst Drawdown
JEPQ ^×	0.00%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ^×	−6.39%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund