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

Total Real Returns

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

Wed 2022-05-04? to Fri 2025-12-12 YTD
Return
TR
Price
SCHD
×
+5.29%
2025-12-12
5.216 TR
2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+18.30%
2025-12-12
2.922 TR
2025-12-12
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
+14.18%
2025-12-12
1.693 TR
2025-12-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
SCHD
×
+21.16%
+5.46%/yr
+8.22%/yr
(R2=0.783)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+47.72%
+11.42%/yr
+13.22%/yr
(R2=0.941)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
+69.31%
+15.71%/yr
+20.80%/yr
(R2=0.935)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-12-12 Start
Value
End
Value
SCHD
×
$10,000.00
2022-05-04
$12,115.80
2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2022-05-04
$14,772.21
2025-12-12
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$16,930.56
2025-12-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD DIVO JEPQ
2025 (YTD) +5.29% +18.30% +14.18%
2024 +11.66% +16.22% +24.89%
2023 +4.54% +6.95% +36.28%
2022 −3.26% −1.46% −12.89%
2021 +29.87% +22.87%
2020 +15.03% +12.41%
2019 +27.29% +24.90%
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%

Drawdowns

Wed 2022-05-04? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.68% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
−0.26% −12.12%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
−1.47% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund