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

Wed 2022-05-04? to Fri 2026-03-27	YTD Return	TR Price
SCHD ×	+11.91% 2026-03-27	5.784 TR 2026-03-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−1.80% 2026-03-27	1.826 TR 2026-03-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−5.30% 2026-03-27	1.617 TR 2026-03-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Fri 2026-03-27	Overall Return	Exponential Trendline
SCHD ×	+34.37% +7.88%/yr	+8.98%/yr (R2=0.815)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+30.69% +7.11%/yr	+10.42%/yr (R2=0.949)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+61.75% +13.14%/yr	+20.59%/yr (R2=0.946)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Fri 2026-03-27	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$13,436.56 2026-03-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$13,068.93 2026-03-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$16,174.58 2026-03-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	JEPQ
2026 (YTD)	+11.91%	−1.80%	−5.30%
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%	—	—

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Drawdowns

Wed 2022-05-04? to Fri 2026-03-27	Current Drawdown	Worst Drawdown
SCHD ×	−3.65%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−6.68%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−8.21%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund