All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2022-05-04? to Wed 2025-05-28 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−3.83%
2025-05-28 |
4.764 TR
2025-05-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
+3.52%
2025-05-28 |
2.557 TR
2025-05-28 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
−3.08%
2025-05-28 |
1.437 TR
2025-05-28 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Wed 2025-05-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+10.67%
+3.36%/yr |
+8.88%/yr
(R2=0.728) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
+29.27%
+8.73%/yr |
+12.33%/yr
(R2=0.907) |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
+43.70%
+12.55%/yr |
+21.50%/yr
(R2=0.908) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Wed 2025-05-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2022-05-04 |
$11,066.82
2025-05-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
$10,000.00
2022-05-04 |
$12,926.93
2025-05-28 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$14,370.34
2025-05-28 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | DIVO | JEPQ |
---|---|---|---|
2025 (YTD) | −3.83% | +3.52% | −3.08% |
2024 | +11.66% | +16.22% | +24.90% |
2023 | +4.54% | +6.95% | +36.27% |
2022 | −3.26% | −1.46% | −12.89% |
2021 | +29.87% | +22.88% | — |
2020 | +15.03% | +12.41% | — |
2019 | +27.29% | +24.89% | — |
2018 | −5.56% | −3.18% | — |
2017 | +20.85% | +21.41% | — |
2016 | +16.45% | −0.56% | — |
2015 | −0.30% | — | — |
2014 | +11.69% | — | — |
2013 | +32.88% | — | — |
2012 | +11.39% | — | — |
2011 | +5.31% | — | — |
Wed 2022-05-04? to Wed 2025-05-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −10.19% |
−16.13%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × | −2.14% |
−12.12%
2025-04-08 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × | −7.34% |
−20.07%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||