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 2026-11-06 Overall
Return 		Exponential
Trendline
SCHD × 		+57.73%
+10.63%/yr 		+11.16%/yr
R2=0.858
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI × 		+40.11%
+7.77%/yr 		+9.91%/yr
R2=0.958
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ × 		+76.18%
+13.38%/yr 		+20.19%/yr
R2=0.961
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2022-05-04💬 to Fri 2026-11-06 Start
Value 		End
Value
SCHD × 		$10,000.00
2022-05-04 		$15,772.57
2026-11-06
JEPI × 		$10,000.00
2022-05-04 		$14,011.31
2026-11-06
JEPQ × 		$10,000.00
2022-05-04 		$17,618.03
2026-11-06

This Year’s Performance

through 2026-11-06

  YTD YoY
SCHD × 		+31.37% +37.26%
JEPI × 		+5.30% +8.64%
JEPQ × 		+3.20% +5.75%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−2.87%
on 2026-11-06
from 2026-11-04 peak 		−16.13%
on 2025-04-08
from 2024-11-29 peak
JEPI × 		−3.19%
on 2026-11-06
from 2026-11-04 peak 		−13.26%
on 2025-04-08
from 2025-02-19 peak
JEPQ × 		−10.47%
on 2026-11-06
from 2026-10-07 peak 		−20.07%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Fri 2026-11-06 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+37.26% +30.15%
+14.08%/yr 		+68.31%
+18.95%/yr 		+59.86%
+9.84%/yr 		+260.77%
+13.69%/yr
JEPI × 		+8.64% +11.38%
+5.53%/yr 		+33.11%
+10.00%/yr 		+41.36%
+7.17%/yr 		—
JEPQ × 		+5.75% +21.80%
+10.36%/yr 		+57.74%
+16.41%/yr 		— —

Annual Returns

Year SCHD JEPI JEPQ
2026 (YTD) +31.37% +5.30% +3.20%
2025 +4.34% +8.09% +15.18%
2024 +11.66% +12.57% +24.85%
2023 +4.54% +9.83% +36.28%
2022 −3.26% −3.49% −12.89%
2021 +29.87% +21.52% —
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% — —