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 2025-10-13 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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