SCHD,JEPI,JEPQ: Total Return Chart (with Dividends Reinvested)

Wed 2022-05-04? to Tue 2025-09-30	YTD Return	TR Price
SCHD ×	+2.79% 2025-09-30	5.092 TR 2025-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+5.04% 2025-09-30	1.807 TR 2025-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+10.07% 2025-09-30	1.632 TR 2025-09-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Tue 2025-09-30	Overall Return	Exponential Trendline
SCHD ×	+18.28% +5.05%/yr	+8.47%/yr (R2=0.766)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+29.32% +7.84%/yr	+10.57%/yr (R2=0.931)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+63.20% +15.45%/yr	+20.75%/yr (R2=0.924)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Tue 2025-09-30	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$11,828.47 2025-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$12,932.07 2025-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$16,320.05 2025-09-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	JEPQ
2025 (YTD)	+2.79%	+5.04%	+10.07%
2024	+11.66%	+12.59%	+24.89%
2023	+4.54%	+9.83%	+36.28%
2022	−3.26%	−3.49%	−12.89%
2021	+29.87%	+21.53%	—
2020	+15.03%	+18.61%	—
2019	+27.29%	—	—
2018	−5.56%	—	—
2017	+20.85%	—	—
2016	+16.45%	—	—
2015	−0.30%	—	—
2014	+11.69%	—	—
2013	+32.88%	—	—
2012	+11.39%	—	—
2011	+5.31%	—	—

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Drawdowns

Wed 2022-05-04? to Tue 2025-09-30	Current Drawdown	Worst Drawdown
SCHD ×	−4.01%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−0.26%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	0.00%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund