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

Wed 2022-05-04? to Thu 2026-01-15	YTD Return	TR Price
SCHD ×	+5.83% 2026-01-15	5.47 TR 2026-01-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+2.08% 2026-01-15	1.898 TR 2026-01-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+1.32% 2026-01-15	1.731 TR 2026-01-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Thu 2026-01-15	Overall Return	Exponential Trendline
SCHD ×	+27.07% +6.69%/yr	+8.25%/yr (R2=0.795)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+35.85% +8.63%/yr	+10.40%/yr (R2=0.942)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+73.06% +15.97%/yr	+20.82%/yr (R2=0.940)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Thu 2026-01-15	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$12,706.71 2026-01-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$13,585.47 2026-01-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$17,305.93 2026-01-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	JEPQ
2026 (YTD)	+5.83%	+2.08%	+1.32%
2025	+4.34%	+8.10%	+15.19%
2024	+11.66%	+12.59%	+24.89%
2023	+4.54%	+9.83%	+36.28%
2022	−3.26%	−3.49%	−12.89%
2021	+29.87%	+21.53%	—
2020	+15.03%	+18.61%	—
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%	—	—

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Drawdowns

Wed 2022-05-04? to Thu 2026-01-15	Current Drawdown	Worst Drawdown
SCHD ×	−0.03%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	0.00%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−0.61%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund