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

Wed 2022-05-04? to Thu 2025-07-03	YTD Return	TR Price
SCHD ×	+2.00% 2025-07-03	5.053 TR 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+3.44% 2025-07-03	1.779 TR 2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+1.97% 2025-07-03	1.512 TR 2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Thu 2025-07-03	Overall Return	Exponential Trendline
SCHD ×	+17.38% +5.19%/yr	+8.65%/yr (R2=0.734)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+27.35% +7.94%/yr	+10.83%/yr (R2=0.921)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+51.18% +13.95%/yr	+21.08%/yr (R2=0.910)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Thu 2025-07-03	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$11,737.69 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$12,734.87 2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$15,118.27 2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	JEPQ
2025 (YTD)	+2.00%	+3.44%	+1.97%
2024	+11.66%	+12.59%	+24.90%
2023	+4.54%	+9.82%	+36.26%
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 Thu 2025-07-03	Current Drawdown	Worst Drawdown
SCHD ×	−4.75%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−0.89%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−2.51%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund