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

Wed 2022-05-04💬 to Wed 2026-06-03	YTD Return	1 Year Return
SCHD ×	+19.01% 2026-06-03	+27.16% 2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+0.15% 2026-06-03	+7.71% 2026-06-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+9.54% 2026-06-03	+29.02% 2026-06-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04💬 to Wed 2026-06-03	Overall Return	Exponential Trendline
SCHD ×	+42.88% +9.14%/yr	+9.60%/yr (R2=0.833)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+33.29% +7.29%/yr	+10.23%/yr (R2=0.951)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+87.10% +16.59%/yr	+20.48%/yr (R2=0.951)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04💬 to Wed 2026-06-03	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$14,288.49 2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$13,328.88 2026-06-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$18,709.82 2026-06-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	JEPQ
2026 (YTD)	+19.01%	+0.15%	+9.54%
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 Wed 2026-06-03	Current Drawdown	Worst Drawdown
SCHD ×	−1.40% 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 ×	−4.83% from 2026-02-27 peak	−13.26% 2025-04-08 from 2025-02-19 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−0.10% from 2026-06-02 peak	−20.07% 2025-04-08 from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Rolling Returns

Period ending Wed 2026-06-03	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+27.16%	+34.04% +15.79%/yr	+52.43% +15.07%/yr	+50.32% +8.50%/yr	+232.69% +12.77%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+7.71%	+15.84% +7.64%/yr	+29.11% +8.88%/yr	+42.49% +7.34%/yr	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+29.02%	+40.80% +18.67%/yr	+76.91% +20.92%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund