SCHD,JEPQ,SPY,QQQ: 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
JEPQ ×	+1.32% 2026-01-15	1.731 TR 2026-01-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY ×	+1.51% 2026-01-15	28.56 TR 2026-01-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+1.22% 2026-01-15	14.4 TR 2026-01-15
Invesco QQQ Trust 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
JEPQ ×	+73.06% +15.97%/yr	+20.82%/yr (R2=0.940)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY ×	+70.04% +15.42%/yr	+20.47%/yr (R2=0.947)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+93.22% +19.47%/yr	+26.92%/yr (R2=0.939)
Invesco QQQ Trust 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
JEPQ ×	$10,000.00 2022-05-04	$17,305.93 2026-01-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY ×	$10,000.00 2022-05-04	$17,003.73 2026-01-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	$10,000.00 2022-05-04	$19,321.68 2026-01-15
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPQ	SPY	QQQ
2026 (YTD)	+5.83%	+1.32%	+1.51%	+1.22%
2025	+4.34%	+15.19%	+17.72%	+20.77%
2024	+11.66%	+24.89%	+24.89%	+25.58%
2023	+4.54%	+36.28%	+26.18%	+54.86%
2022	−3.26%	−12.89%	−18.18%	−32.58%
2021	+29.87%	—	+28.73%	+27.42%
2020	+15.03%	—	+18.33%	+48.62%
2019	+27.29%	—	+31.22%	+38.96%
2018	−5.56%	—	−4.57%	−0.13%
2017	+20.85%	—	+21.71%	+32.66%
2016	+16.45%	—	+12.00%	+7.10%
2015	−0.30%	—	+1.23%	+9.44%
2014	+11.69%	—	+13.46%	+19.18%
2013	+32.88%	—	+32.31%	+36.63%
2012	+11.39%	—	+15.99%	+18.11%
2011	+5.31%	—	+1.89%	+3.38%
2010	—	—	+15.06%	+19.91%
2009	—	—	+26.35%	+54.70%
2008	—	—	−36.80%	−41.73%
2007	—	—	+5.15%	+19.03%
2006	—	—	+15.85%	+7.14%
2005	—	—	+4.83%	+1.58%
2004	—	—	+10.70%	+10.52%
2003	—	—	+28.18%	+49.67%
2002	—	—	−21.58%	−37.37%
2001	—	—	−11.76%	−33.34%
2000	—	—	−9.74%	−36.11%
1999	—	—	+20.39%	+78.95%
1998	—	—	+28.69%	—
1997	—	—	+33.48%	—
1996	—	—	+22.50%	—
1995	—	—	+38.06%	—
1994	—	—	+0.40%	—
1993	—	—	+8.71%	—

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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
JEPQ ×	−0.61%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPY ×	−0.42%	−18.76% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	−2.07%	−22.77% 2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund