All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2022-05-04? to Mon 2025-10-13 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+0.27%
2025-10-13 |
4.967 TR
2025-10-13 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
+12.60%
2025-10-13 |
2.781 TR
2025-10-13 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
+10.54%
2025-10-13 |
1.639 TR
2025-10-13 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Mon 2025-10-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+15.38%
+4.24%/yr |
+8.44%/yr
(R2=0.770) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
+40.61%
+10.40%/yr |
+12.87%/yr
(R2=0.933) |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
+63.90%
+15.43%/yr |
+20.76%/yr
(R2=0.926) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Mon 2025-10-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2022-05-04 |
$11,538.18
2025-10-13 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
$10,000.00
2022-05-04 |
$14,061.40
2025-10-13 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$16,390.44
2025-10-13 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | DIVO | JEPQ |
---|---|---|---|
2025 (YTD) | +0.27% | +12.60% | +10.54% |
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% | +12.40% | — |
2019 | +27.29% | +24.90% | — |
2018 | −5.56% | −3.18% | — |
2017 | +20.85% | +21.43% | — |
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 Mon 2025-10-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −6.37% |
−16.13%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × | −1.48% |
−12.12%
2025-04-08 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × | −0.59% |
−20.07%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||