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