All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

Growth of $10,000

Wed 2022-05-04💬 to Fri 2026-08-28 Overall
Return 		Exponential
Trendline
SCHD × 		+55.28%
+10.73%/yr 		+10.52%/yr
R2=0.846
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI × 		+40.87%
+8.26%/yr 		+10.05%/yr
R2=0.955
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ × 		+89.33%
+15.93%/yr 		+20.36%/yr
R2=0.958
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2022-05-04💬 to Fri 2026-08-28 Start
Value 		End
Value
SCHD × 		$10,000.00
2022-05-04 		$15,527.88
2026-08-28
JEPI × 		$10,000.00
2022-05-04 		$14,087.25
2026-08-28
JEPQ × 		$10,000.00
2022-05-04 		$18,932.66
2026-08-28

This Year’s Performance

through 2026-08-28

  YTD YoY
SCHD × 		+29.33% +30.06%
JEPI × 		+5.85% +9.47%
JEPQ × 		+10.85% +19.70%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−0.88%
on 2026-08-28
from 2026-08-24 peak 		−16.13%
on 2025-04-08
from 2024-11-29 peak
JEPI × 		−0.64%
on 2026-08-28
from 2026-08-26 peak 		−13.26%
on 2025-04-08
from 2025-02-19 peak
JEPQ × 		−0.68%
on 2026-08-28
from 2026-08-17 peak 		−20.07%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Fri 2026-08-28 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+30.06% +34.88%
+16.14%/yr 		+58.53%
+16.60%/yr 		+60.98%
+9.99%/yr 		+244.30%
+13.16%/yr
JEPI × 		+9.47% +16.74%
+8.05%/yr 		+32.93%
+9.95%/yr 		+42.45%
+7.33%/yr 		—
JEPQ × 		+19.70% +40.90%
+18.70%/yr 		+73.54%
+20.17%/yr 		— —

Annual Returns

Year SCHD JEPI JEPQ
2026 (YTD) +29.33% +5.85% +10.85%
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% — —