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

Wed 2022-05-04? to Fri 2025-08-01	YTD Return	TR Price
SCHD ×	−1.61% 2025-08-01	4.874 TR 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+0.99% 2025-08-01	1.737 TR 2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+1.31% 2025-08-01	1.502 TR 2025-08-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Fri 2025-08-01	Overall Return	Exponential Trendline
SCHD ×	+13.21% +3.90%/yr	+8.58%/yr (R2=0.744)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+24.33% +6.94%/yr	+10.74%/yr (R2=0.924)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+50.21% +13.36%/yr	+20.90%/yr (R2=0.914)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Fri 2025-08-01	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$11,321.40 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$12,433.04 2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$15,020.57 2025-08-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	JEPQ
2025 (YTD)	−1.61%	+0.99%	+1.31%
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 Fri 2025-08-01	Current Drawdown	Worst Drawdown
SCHD ×	−8.13%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−3.23%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−3.14%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund