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

Tue 2022-08-30💬 to Wed 2026-06-10	YTD Return	1 Year Return
SCHD ×	+18.60% 2026-06-10	+24.33% 2026-06-10
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI ×	−0.07% 2026-06-10	+6.61% 2026-06-10
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ ×	+4.48% 2026-06-10	+21.73% 2026-06-10
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+4.11% 2026-06-10	+17.51% 2026-06-10
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Returns

Tue 2022-08-30💬 to Wed 2026-06-10	Overall Return	Exponential Trendline
SCHD ×	+52.21% +11.76%/yr	+10.47%/yr (R2=0.843)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI ×	+37.69% +8.83%/yr	+10.44%/yr (R2=0.946)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ ×	+91.54% +18.77%/yr	+21.61%/yr (R2=0.956)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+66.58% +14.46%/yr	+16.29%/yr (R2=0.971)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30💬 to Wed 2026-06-10	Start Value	End Value
SCHD ×	$10,000.00 2022-08-30	$15,220.86 2026-06-10
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$13,768.56 2026-06-10
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-08-30	$19,154.04 2026-06-10
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$16,658.28 2026-06-10
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	JEPQ	SPYI
2026 (YTD)	+18.60%	−0.07%	+4.48%	+4.11%
2025	+4.34%	+8.10%	+15.19%	+16.67%
2024	+11.66%	+12.59%	+24.89%	+19.03%
2023	+4.54%	+9.83%	+36.28%	+18.10%
2022	−3.26%	−3.49%	−12.89%	−2.45%
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

Tue 2022-08-30💬 to Wed 2026-06-10	Current Drawdown	Worst Drawdown
SCHD ×	−1.74% 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 ×	−5.03% 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 ×	−4.72% 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
SPYI ×	−3.83% from 2026-06-02 peak	−16.47% 2025-04-08 from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Rolling Returns

Period ending Wed 2026-06-10	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+24.33%	+34.22% +15.85%/yr	+50.87% +14.69%/yr	+49.72% +8.41%/yr	+228.74% +12.64%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI ×	+6.61%	+14.71% +7.10%/yr	+28.66% +8.76%/yr	+41.58% +7.20%/yr	—
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ ×	+21.73%	+32.27% +15.01%/yr	+68.30% +18.95%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+17.51%	+32.41% +15.07%/yr	+51.77% +14.92%/yr	—	—
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund