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

Total Real Returns

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

Wed 2022-05-04💬 to Fri 2026-06-12 YTD
Return
1 Year
Return
SCHD
×
+20.59%
2026-06-12
+26.08%
2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPQ
×
+7.85%
2026-06-12
+25.54%
2026-06-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04💬 to Fri 2026-06-12 Overall
Return
Exponential
Trendline
SCHD
×
+44.78%
+9.43%/yr
+9.70%/yr
(R2=0.835)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPQ
×
+84.21%
+16.04%/yr
+20.47%/yr
(R2=0.952)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04💬 to Fri 2026-06-12 Start
Value
End
Value
SCHD
×
$10,000.00
2022-05-04
$14,478.30
2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$18,420.56
2026-06-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD JEPQ
2026 (YTD) +20.59% +7.85%
2025 +4.34% +15.19%
2024 +11.66% +24.89%
2023 +4.54% +36.28%
2022 −3.26% −12.89%
2021 +29.87%
2020 +15.03%
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%

Drawdowns

Wed 2022-05-04💬 to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
SCHD
×
−0.09%
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
JEPQ
×
−1.64%
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

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+26.08% +37.05%
+17.07%/yr
+52.55%
+15.12%/yr
+51.99%
+8.73%/yr
+234.24%
+12.83%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPQ
×
+25.54% +35.40%
+16.36%/yr
+72.67%
+19.97%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund