All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04? to Thu 2026-04-02 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+12.35%
2026-04-02 |
5.807 TR
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPQ × |
−1.76%
2026-04-02 |
1.678 TR
2026-04-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+34.90%
+7.95%/yr |
+9.02%/yr
(R2=0.817) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+67.80%
+14.14%/yr |
+20.54%/yr
(R2=0.946) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$13,489.53
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$16,779.66
2026-04-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | JEPQ |
|---|---|---|
| 2026 (YTD) | +12.35% | −1.76% |
| 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% | — |
| Wed 2022-05-04? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −3.27% |
−16.13%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPQ × | −4.77% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||