All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
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 | ||||||
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 | ||||||
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 | ||||||
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% | — | — |
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 | ||||||