All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04💬 to Fri 2026-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+48.17%
+9.28%/yr |
+10.87%/yr
R2=0.855 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
−0.05%
−0.01%/yr |
+4.05%/yr
R2=0.273 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
+96.31%
+16.44%/yr |
+20.33%/yr
R2=0.961 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+40.14%
+7.91%/yr |
+9.95%/yr
R2=0.956 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Fri 2026-10-09 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$14,817.34
2026-10-09 |
| O × |
$10,000.00
2022-05-04 |
$9,995.20
2026-10-09 |
| JEPQ × |
$10,000.00
2022-05-04 |
$19,630.59
2026-10-09 |
| JEPI × |
$10,000.00
2022-05-04 |
$14,013.69
2026-10-09 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +23.41% | +26.66% |
| O × | −0.01% | −2.55% |
| JEPQ × | +14.94% | +19.12% |
| JEPI × | +5.30% | +8.34% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−5.42%
on 2026-10-09 from 2026-08-24 peak |
−16.13%
on 2025-04-08 from 2024-11-29 peak |
| O × |
−17.28%
on 2026-10-09 from 2026-03-02 peak |
−34.47%
on 2023-10-30 from 2022-08-15 peak |
| JEPQ × |
−0.29%
on 2026-10-09 from 2026-10-07 peak |
−20.07%
on 2025-04-08 from 2025-02-19 peak |
| JEPI × |
−1.16%
on 2026-10-09 from 2026-08-26 peak |
−13.26%
on 2025-04-08 from 2025-02-19 peak |
| Period ending Fri 2026-10-09 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +26.66% |
+25.39% +11.98%/yr |
+57.08% +16.24%/yr |
+55.79% +9.27%/yr |
+230.68% +12.70%/yr |
| O × | −2.55% |
−2.17% −1.09%/yr |
+26.61% +8.18%/yr |
+7.88% +1.53%/yr |
+47.02% +3.93%/yr |
| JEPQ × | +19.12% |
+39.93% +18.29%/yr |
+79.06% +21.43%/yr |
— | — |
| JEPI × | +8.34% |
+12.80% +6.21%/yr |
+35.12% +10.55%/yr |
+45.17% +7.74%/yr |
— |
| Year | SCHD | O | JEPQ | JEPI |
|---|---|---|---|---|
| 2026 (YTD) | +23.41% | −0.01% | +14.94% | +5.30% |
| 2025 | +4.34% | +12.22% | +15.19% | +8.10% |
| 2024 | +11.66% | −2.11% | +24.89% | +12.59% |
| 2023 | +4.54% | −4.55% | +36.28% | +9.83% |
| 2022 | −3.26% | −7.37% | −12.89% | −3.49% |
| 2021 | +29.87% | +24.09% | — | +21.53% |
| 2020 | +15.03% | −11.47% | — | +18.61% |
| 2019 | +27.29% | +21.27% | — | — |
| 2018 | −5.56% | +15.95% | — | — |
| 2017 | +20.85% | +3.68% | — | — |
| 2016 | +16.45% | +15.78% | — | — |
| 2015 | −0.30% | +13.38% | — | — |
| 2014 | +11.69% | +34.35% | — | — |
| 2013 | +32.88% | −2.30% | — | — |
| 2012 | +11.39% | +20.32% | — | — |
| 2011 | +5.31% | +7.53% | — | — |
| 2010 | — | +39.32% | — | — |
| 2009 | — | +20.82% | — | — |
| 2008 | — | −8.22% | — | — |
| 2007 | — | +3.27% | — | — |
| 2006 | — | +36.05% | — | — |
| 2005 | — | −9.40% | — | — |
| 2004 | — | +33.87% | — | — |
| 2003 | — | +21.61% | — | — |
| 2002 | — | +27.48% | — | — |
| 2001 | — | +28.13% | — | — |
| 2000 | — | +32.73% | — | — |
| 1999 | — | −9.12% | — | — |
| 1998 | — | +5.59% | — | — |
| 1997 | — | +14.76% | — | — |
| 1996 | — | +14.71% | — | — |
| 1995 | — | +46.27% | — | — |
| 1994 | — | +10.02% | — | — |
