SCHD,JEPI,JEPQ,MO,SPY,DIA,QQQ Total Return Stock Chart (Dividends Reinvested)

SCHD,JEPI,JEPQ,MO,SPY,DIA,QQQ: Total Return Chart (with Dividends Reinvested)

Dividends Reinvested:

Wed 2022-05-04^💬 to Tue 2026-06-09	YTD Return	1 Year Return
SCHD ^×	+19.08% 2026-06-09	+26.23% 2026-06-09
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI ^×	+0.86% 2026-06-09	+7.92% 2026-06-09
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ ^×	+6.45% 2026-06-09	+24.47% 2026-06-09
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MO ^×	+26.19% 2026-06-09	+29.67% 2026-06-09
Altria Group NYSE Common Stock
SPY ^×	+8.38% 2026-06-09	+24.32% 2026-06-09
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
DIA ^×	+6.50% 2026-06-09	+20.74% 2026-06-09
SPDR Dow Jones Industrial Average ETF Trust NYSE Exchange-Traded Fund
QQQ ^×	+15.37% 2026-06-09	+34.02% 2026-06-09
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04^💬 to Tue 2026-06-09	Overall Return	Exponential Trendline
SCHD ^×	+42.97% +9.11%/yr	+9.66%/yr (R²=0.834)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI ^×	+34.23% +7.45%/yr	+10.20%/yr (R²=0.951)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ ^×	+81.81% +15.70%/yr	+20.48%/yr (R²=0.952)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MO ^×	+74.27% +14.51%/yr	+21.37%/yr (R²=0.858)
Altria Group NYSE Common Stock
SPY ^×	+81.54% +15.66%/yr	+20.20%/yr (R²=0.957)
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
DIA ^×	+60.65% +12.26%/yr	+14.94%/yr (R²=0.952)
SPDR Dow Jones Industrial Average ETF Trust NYSE Exchange-Traded Fund
QQQ ^×	+120.23% +21.24%/yr	+26.30%/yr (R²=0.947)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04^💬 to Tue 2026-06-09	Start Value	End Value
SCHD ^×	$10,000.00 2022-05-04	$14,297.32 2026-06-09
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI ^×	$10,000.00 2022-05-04	$13,422.69 2026-06-09
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ ^×	$10,000.00 2022-05-04	$18,180.53 2026-06-09
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MO ^×	$10,000.00 2022-05-04	$17,427.18 2026-06-09
Altria Group NYSE Common Stock
SPY ^×	$10,000.00 2022-05-04	$18,153.91 2026-06-09
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
DIA ^×	$10,000.00 2022-05-04	$16,065.04 2026-06-09
SPDR Dow Jones Industrial Average ETF Trust NYSE Exchange-Traded Fund
QQQ ^×	$10,000.00 2022-05-04	$22,023.40 2026-06-09
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year	SCHD	JEPI	JEPQ	MO	SPY	DIA	QQQ
2026 (YTD)	+19.08%	+0.86%	+6.45%	+26.19%	+8.38%	+6.50%	+15.37%
2025	+4.34%	+8.10%	+15.19%	+18.17%	+17.72%	+14.71%	+20.77%
2024	+11.66%	+12.59%	+24.89%	+40.76%	+24.89%	+14.82%	+25.58%
2023	+4.54%	+9.83%	+36.28%	−3.70%	+26.18%	+16.02%	+54.86%
2022	−3.26%	−3.49%	−12.89%	+4.37%	−18.18%	−7.02%	−32.58%
2021	+29.87%	+21.53%	—	+24.18%	+28.73%	+20.83%	+27.42%
2020	+15.03%	+18.61%	—	−10.21%	+18.33%	+9.59%	+48.62%
2019	+27.29%	—	—	+7.87%	+31.22%	+25.03%	+38.96%
2018	−5.56%	—	—	−27.14%	−4.57%	−3.74%	−0.13%
2017	+20.85%	—	—	+9.45%	+21.71%	+28.08%	+32.66%
2016	+16.45%	—	—	+20.44%	+12.00%	+16.37%	+7.10%
2015	−0.30%	—	—	+23.11%	+1.23%	+0.09%	+9.44%
2014	+11.69%	—	—	+34.48%	+13.46%	+9.82%	+19.18%
2013	+32.88%	—	—	+28.54%	+32.31%	+29.64%	+36.63%
2012	+11.39%	—	—	+11.73%	+15.99%	+9.94%	+18.11%
2011	+5.31%	—	—	+27.66%	+1.89%	+8.06%	+3.38%
2010	—	—	—	+33.92%	+15.06%	+14.01%	+19.91%
2009	—	—	—	+40.35%	+26.35%	+22.74%	+54.70%
2008	—	—	—	−29.66%	−36.79%	−32.14%	−41.73%
2007	—	—	—	+35.61%	+5.15%	+8.89%	+19.03%
2006	—	—	—	+38.59%	+15.85%	+18.91%	+7.14%
2005	—	—	—	+47.99%	+4.83%	+1.61%	+1.58%
2004	—	—	—	+41.81%	+10.70%	+5.02%	+10.52%
2003	—	—	—	+76.59%	+28.18%	+27.90%	+49.67%
2002	—	—	—	+11.55%	−21.58%	−14.70%	−37.37%
2001	—	—	—	+29.18%	−11.76%	−4.97%	−33.34%
2000	—	—	—	+165.54%	−9.74%	−5.93%	−36.11%
1999	—	—	—	−45.63%	+20.39%	+27.56%	+78.95%
1998	—	—	—	+39.82%	+28.69%	+17.92%	—
1997	—	—	—	+40.78%	+33.48%	—	—
1996	—	—	—	+51.15%	+22.56%	—	—
1995	—	—	—	+87.72%	+38.04%	—	—
1994	—	—	—	+31.40%	+0.40%	—	—
1993	—	—	—	−10.77%	+8.64%	—	—
1992	—	—	—	+9.52%	—	—	—
1991	—	—	—	+75.12%	—	—	—
1990	—	—	—	+44.60%	—	—	—
1989	—	—	—	+90.41%	—	—	—
1988	—	—	—	+44.55%	—	—	—
1987	—	—	—	+38.36%	—	—	—
1986	—	—	—	+92.11%	—	—	—
1985	—	—	—	+35.71%	—	—	—
1984	—	—	—	+3.70%	—	—	—

Drawdowns

Wed 2022-05-04^💬 to Tue 2026-06-09	Current Drawdown	Worst Drawdown
SCHD ^×	−1.34% from 2026-05-22 peak	−16.13% 2025-04-08 from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI ^×	−4.16% from 2026-02-27 peak	−13.26% 2025-04-08 from 2025-02-19 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ ^×	−2.92% 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
MO ^×	−4.01% from 2026-05-01 peak	−25.82% 2022-07-06 from 2022-05-06 peak
Altria Group NYSE Common Stock
SPY ^×	−2.96% from 2026-06-02 peak	−18.76% 2025-04-08 from 2025-02-19 peak
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
DIA ^×	−1.41% from 2026-06-04 peak	−15.95% 2025-04-08 from 2024-12-04 peak
SPDR Dow Jones Industrial Average ETF Trust NYSE Exchange-Traded Fund
QQQ ^×	−5.14% from 2026-06-02 peak	−22.77% 2025-04-08 from 2025-02-19 peak
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-09	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ^×	+26.23%	+34.55% +16.00%/yr	+51.48% +14.85%/yr	+50.75% +8.56%/yr	+228.63% +12.63%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI ^×	+7.92%	+16.00% +7.70%/yr	+29.85% +9.10%/yr	+43.30% +7.46%/yr	—
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ ^×	+24.47%	+35.03% +16.20%/yr	+71.47% +19.69%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
MO ^×	+29.67%	+77.36% +33.18%/yr	+100.07% +26.01%/yr	+111.60% +16.17%/yr	+113.46% +7.88%/yr
Altria Group NYSE Common Stock
SPY ^×	+24.32%	+41.38% +18.90%/yr	+78.17% +21.23%/yr	+87.16% +13.36%/yr	+309.07% +15.13%/yr
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
DIA ^×	+20.74%	+35.19% +16.27%/yr	+57.70% +16.40%/yr	+61.08% +10.00%/yr	+244.00% +13.15%/yr
SPDR Dow Jones Industrial Average ETF Trust NYSE Exchange-Traded Fund
QQQ ^×	+34.02%	+54.57% +24.33%/yr	+103.21% +26.66%/yr	+116.53% +16.71%/yr	+590.45% +21.31%/yr
Invesco QQQ Trust NASDAQ Exchange-Traded Fund