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 Mon 2025-06-23 YTD
Return
TR
Price
SCHD
×
−1.39%
2025-06-23
4.885 TR
2025-06-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+5.43%
2025-06-23
2.604 TR
2025-06-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
−0.71%
2025-06-23
1.472 TR
2025-06-23
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Mon 2025-06-23 Overall
Return
Exponential
Trendline
SCHD
×
+13.47%
+4.11%/yr
+8.71%/yr
(R2=0.731)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+31.65%
+9.16%/yr
+12.34%/yr
(R2=0.913)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
+47.21%
+13.12%/yr
+21.18%/yr
(R2=0.909)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2025-06-23 Start
Value
End
Value
SCHD
×
$10,000.00
2022-05-04
$11,347.31
2025-06-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2022-05-04
$13,164.56
2025-06-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$14,720.93
2025-06-23
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD DIVO JEPQ
2025 (YTD) −1.39% +5.43% −0.71%
2024 +11.66% +16.22% +24.89%
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% +21.42%
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 Mon 2025-06-23 Current
Drawdown
Worst
Drawdown
SCHD
×
−7.92% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
−0.34% −12.12%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
−5.07% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund