All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+20.03%
2026-07-02 |
+22.96%
2026-07-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+3.21%
2026-07-02 |
+8.14%
2026-07-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+8.12%
2026-07-02 |
+22.54%
2026-07-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+44.11%
+9.18%/yr |
+9.86%/yr
(R2=0.839) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+37.36%
+7.93%/yr |
+10.12%/yr
(R2=0.951) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+84.67%
+15.88%/yr |
+20.48%/yr
(R2=0.954) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$14,411.12
2026-07-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$13,735.76
2026-07-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$18,467.21
2026-07-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | JEPI | JEPQ |
|---|---|---|---|
| 2026 (YTD) | +20.03% | +3.21% | +8.12% |
| 2025 | +4.34% | +8.10% | +15.19% |
| 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% | — | — |
| Wed 2022-05-04💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−0.56%
from 2026-05-22 peak |
−16.13%
2025-04-08 from 2024-11-29 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
−1.92%
from 2026-02-27 peak |
−13.26%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
−2.36%
from 2026-06-30 peak |
−20.07%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +22.96% |
+34.96% +16.17%/yr |
+49.44% +14.33%/yr |
+52.69% +8.83%/yr |
+227.24% +12.59%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | +8.14% |
+18.68% +8.94%/yr |
+30.74% +9.35%/yr |
+43.76% +7.53%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | +22.54% |
+33.76% +15.66%/yr |
+70.28% +19.41%/yr |
— | — | |
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
