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

Total Real Returns

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

Growth of $10,000

Wed 2022-05-04💬 to Fri 2026-10-02 Overall
Return 		Exponential
Trendline
SCHG × 		+118.66%
+19.39%/yr 		+25.78%/yr
R2=0.945
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
JEPQ × 		+96.15%
+16.49%/yr 		+20.33%/yr
R2=0.960
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD × 		+46.74%
+9.08%/yr 		+10.83%/yr
R2=0.853
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2022-05-04💬 to Fri 2026-10-02 Start
Value 		End
Value
SCHG × 		$10,000.00
2022-05-04 		$21,865.62
2026-10-02
JEPQ × 		$10,000.00
2022-05-04 		$19,614.52
2026-10-02
SCHD × 		$10,000.00
2022-05-04 		$14,673.83
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
SCHG × 		+11.77% +13.41%
JEPQ × 		+14.84% +19.73%
SCHD × 		+22.22% +23.87%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHG × 		—
on 2026-10-02 		−23.39%
on 2025-04-08
from 2024-12-16 peak
JEPQ × 		—
on 2026-10-02 		−20.07%
on 2025-04-08
from 2025-02-19 peak
SCHD × 		−6.33%
on 2026-10-02
from 2026-08-24 peak 		−16.13%
on 2025-04-08
from 2024-11-29 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
SCHG × 		+13.41% +42.53%
+19.38%/yr 		+100.76%
+26.15%/yr 		+98.73%
+14.72%/yr 		+461.20%
+18.83%/yr
JEPQ × 		+19.73% +41.73%
+19.05%/yr 		+80.67%
+21.79%/yr 		— —
SCHD × 		+23.87% +24.78%
+11.71%/yr 		+56.05%
+15.99%/yr 		+55.96%
+9.30%/yr 		+224.77%
+12.50%/yr

Annual Returns

Year SCHG JEPQ SCHD
2026 (YTD) +11.77% +14.84% +22.22%
2025 +17.50% +15.19% +4.34%
2024 +34.96% +24.89% +11.66%
2023 +50.10% +36.28% +4.54%
2022 −31.80% −12.89% −3.26%
2021 +28.11% — +29.87%
2020 +39.14% — +15.03%
2019 +36.02% — +27.29%
2018 −1.36% — −5.56%
2017 +28.05% — +20.85%
2016 +6.82% — +16.45%
2015 +3.24% — −0.30%
2014 +15.80% — +11.69%
2013 +34.04% — +32.88%
2012 +16.88% — +11.39%
2011 −0.74% — +5.31%
2010 +16.85% — —
2009 +2.70% — —