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

Wed 2022-05-04? to Tue 2025-06-24	YTD Return	TR Price
SCHD ×	−1.24% 2025-06-24	4.892 TR 2025-06-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+0.30% 2025-06-24	1.487 TR 2025-06-24
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHG ×	+2.51% 2025-06-24	10.34 TR 2025-06-24
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Tue 2025-06-24	Overall Return	Exponential Trendline
SCHD ×	+13.64% +4.16%/yr	+8.70%/yr (R2=0.731)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+48.70% +13.47%/yr	+21.16%/yr (R2=0.909)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHG ×	+70.67% +18.56%/yr	+28.84%/yr (R2=0.911)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Tue 2025-06-24	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$11,364.31 2025-06-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$14,870.30 2025-06-24
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHG ×	$10,000.00 2022-05-04	$17,066.72 2025-06-24
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPQ	SCHG
2025 (YTD)	−1.24%	+0.30%	+2.51%
2024	+11.66%	+24.89%	+34.96%
2023	+4.54%	+36.27%	+50.10%
2022	−3.26%	−12.89%	−31.80%
2021	+29.87%	—	+28.11%
2020	+15.03%	—	+39.14%
2019	+27.29%	—	+36.02%
2018	−5.56%	—	−1.36%
2017	+20.85%	—	+28.05%
2016	+16.45%	—	+6.82%
2015	−0.30%	—	+3.24%
2014	+11.69%	—	+15.80%
2013	+32.88%	—	+34.04%
2012	+11.39%	—	+16.88%
2011	+5.31%	—	−0.74%
2010	—	—	+16.85%
2009	—	—	+2.70%

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Drawdowns

Wed 2022-05-04? to Tue 2025-06-24	Current Drawdown	Worst Drawdown
SCHD ×	−7.78%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	−4.11%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHG ×	−1.82%	−23.39% 2025-04-08
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund