SCHD,JEPQ,SCHG Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

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

Dividends Reinvested:

Wed 2022-05-04^💬 to Tue 2026-05-26	YTD Return	1 Year Return
SCHD ^×	+20.11% 2026-05-26	+31.06% 2026-05-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ^×	+8.18% 2026-05-26	+29.87% 2026-05-26
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHG ^×	+6.11% 2026-05-26	+28.76% 2026-05-26
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Wed 2022-05-04^💬 to Tue 2026-05-26	Overall Return	Exponential Trendline
SCHD ^×	+44.21% +9.44%/yr	+9.51%/yr (R²=0.831)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ^×	+84.76% +16.32%/yr	+20.46%/yr (R²=0.950)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHG ^×	+107.58% +19.71%/yr	+26.66%/yr (R²=0.938)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04^💬 to Tue 2026-05-26	Start Value	End Value
SCHD ^×	$10,000.00 2022-05-04	$14,420.91 2026-05-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ^×	$10,000.00 2022-05-04	$18,476.12 2026-05-26
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHG ^×	$10,000.00 2022-05-04	$20,758.03 2026-05-26
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year	SCHD	JEPQ	SCHG
2026 (YTD)	+20.11%	+8.18%	+6.11%
2025	+4.34%	+15.19%	+17.50%
2024	+11.66%	+24.89%	+34.96%
2023	+4.54%	+36.28%	+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	—	—	+16.84%
2009	—	—	+2.70%

Drawdowns

Wed 2022-05-04^💬 to Tue 2026-05-26	Current Drawdown	Worst Drawdown
SCHD ^×	−0.49% from 2026-05-22 peak	−16.13% 2025-04-08 from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ^×	—	−20.07% 2025-04-08 from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHG ^×	−0.35% from 2026-05-14 peak	−23.39% 2025-04-08 from 2024-12-16 peak
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-05-26	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ^×	+31.06%	+35.35% +16.30%/yr	+55.61% +15.88%/yr	+53.03% +8.88%/yr	+237.60% +12.94%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ^×	+29.87%	+38.65% +17.71%/yr	+75.42% +20.60%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHG ^×	+28.76%	+45.38% +20.53%/yr	+99.06% +25.79%/yr	+105.87% +15.54%/yr	+460.06% +18.80%/yr
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund