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 2025-08-27 YTD
Return
TR
Price
SCHD
×
+3.94%
2025-08-27
5.149 TR
2025-08-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+11.33%
2025-08-27
2.75 TR
2025-08-27
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
+6.05%
2025-08-27
1.572 TR
2025-08-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Wed 2025-08-27 Overall
Return
Exponential
Trendline
SCHD
×
+19.61%
+5.55%/yr
+8.52%/yr
(R2=0.753)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+39.02%
+10.45%/yr
+12.62%/yr
(R2=0.926)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
+57.22%
+14.62%/yr
+20.79%/yr
(R2=0.918)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Wed 2025-08-27 Start
Value
End
Value
SCHD
×
$10,000.00
2022-05-04
$11,960.86
2025-08-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2022-05-04
$13,902.02
2025-08-27
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$15,722.22
2025-08-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD DIVO JEPQ
2025 (YTD) +3.94% +11.33% +6.05%
2024 +11.66% +16.22% +24.89%
2023 +4.54% +6.95% +36.26%
2022 −3.26% −1.46% −12.89%
2021 +29.87% +22.88%
2020 +15.03% +12.41%
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%

Drawdowns

Wed 2022-05-04? to Wed 2025-08-27 Current
Drawdown
Worst
Drawdown
SCHD
×
−2.94% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
0.00% −12.12%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
JEPQ
×
0.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund