All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04? to Thu 2026-05-14 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+16.91%
2026-05-14 |
6.043 TR
2026-05-14 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+0.50%
2026-05-14 |
1.869 TR
2026-05-14 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+7.12%
2026-05-14 |
1.83 TR
2026-05-14 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2026-05-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+40.37%
+8.78%/yr |
+9.40%/yr
(R2=0.829) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+33.75%
+7.49%/yr |
+10.31%/yr
(R2=0.951) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+82.96%
+16.18%/yr |
+20.46%/yr
(R2=0.949) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2026-05-14 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$14,036.88
2026-05-14 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$13,374.87
2026-05-14 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$18,296.23
2026-05-14 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | JEPI | JEPQ |
|---|---|---|---|
| 2026 (YTD) | +16.91% | +0.50% | +7.12% |
| 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 2026-05-14 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −0.84% |
−16.13%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | −4.50% |
−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 | ||||||
| Period ending Thu 2026-05-14 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +27.03% |
+29.12% +13.64%/yr |
+52.29% +15.02%/yr |
+47.29% +8.05%/yr |
+233.29% +12.79%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | +9.23% |
+15.14% +7.31%/yr |
+29.79% +9.06%/yr |
+43.21% +7.45%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | +27.67% |
+39.09% +17.95%/yr |
+79.08% +21.39%/yr |
— | — | |
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||