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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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