All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04💬 to Tue 2026-08-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+53.54%
+10.51%/yr |
+10.36%/yr
R2=0.846 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+13.70%
+3.04%/yr |
+3.98%/yr
R2=0.250 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
+88.63%
+15.94%/yr |
+20.38%/yr
R2=0.957 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+40.97%
+8.33%/yr |
+10.05%/yr
R2=0.954 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Tue 2026-08-18 |
Start
Value |
End
Value |
|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$15,354.36
2026-08-18 |
| O × |
$10,000.00
2022-05-04 |
$11,370.03
2026-08-18 |
| JEPQ × |
$10,000.00
2022-05-04 |
$18,863.41
2026-08-18 |
| JEPI × |
$10,000.00
2022-05-04 |
$14,097.00
2026-08-18 |
| YTD | YoY | |
|---|---|---|
| SCHD × | +27.88% | +31.25% |
| O × | +13.74% | +13.40% |
| JEPQ × | +10.44% | +19.98% |
| JEPI × | +5.92% | +10.42% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SCHD × |
−0.03%
on 2026-08-18 from 2026-08-14 peak |
−16.13%
on 2025-04-08 from 2024-11-29 peak |
| O × |
−5.90%
on 2026-08-18 from 2026-03-02 peak |
−34.47%
on 2023-10-30 from 2022-08-15 peak |
| JEPQ × |
−1.04%
on 2026-08-18 from 2026-08-17 peak |
−20.07%
on 2025-04-08 from 2025-02-19 peak |
| JEPI × |
−0.33%
on 2026-08-18 from 2026-08-14 peak |
−13.26%
on 2025-04-08 from 2025-02-19 peak |
| Period ending Tue 2026-08-18 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SCHD × | +31.25% |
+35.88% +16.57%/yr |
+57.18% +16.27%/yr |
+61.79% +10.10%/yr |
+237.67% +12.94%/yr |
| O × | +13.40% |
+15.52% +7.48%/yr |
+29.21% +8.92%/yr |
+15.82% +2.98%/yr |
+52.50% +4.31%/yr |
| JEPQ × | +19.98% |
+40.62% +18.58%/yr |
+76.59% +20.87%/yr |
— | — |
| JEPI × | +10.42% |
+18.22% +8.73%/yr |
+34.61% +10.41%/yr |
+43.35% +7.47%/yr |
— |
| Year | SCHD | O | JEPQ | JEPI |
|---|---|---|---|---|
| 2026 (YTD) | +27.88% | +13.74% | +10.44% | +5.92% |
| 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 | — | −9.41% | — | — |
| 2004 | — | +33.87% | — | — |
| 2003 | — | +21.61% | — | — |
| 2002 | — | +27.48% | — | — |
| 2001 | — | +28.13% | — | — |
| 2000 | — | +32.73% | — | — |
| 1999 | — | −9.12% | — | — |
| 1998 | — | +5.59% | — | — |
| 1997 | — | +14.77% | — | — |
| 1996 | — | +14.70% | — | — |
| 1995 | — | +46.26% | — | — |
| 1994 | — | +10.04% | — | — |
