JEPQ,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2022-05-04? to Fri 2026-05-22	YTD Return	1 Year Return
JEPQ ×	+4.35% 2026-05-22	+23.75% 2026-05-22
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+17.18% 2026-05-22	+26.43% 2026-05-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Fri 2026-05-22	Overall Return	Exponential Trendline
JEPQ ×	+59.23% +12.17%/yr	+16.99%/yr (R2=0.931)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+25.70% +5.81%/yr	+6.34%/yr (R2=0.682)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Fri 2026-05-22	Start Value	End Value
JEPQ ×	$10,000.00 2022-05-04	$15,923.32 2026-05-22
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2022-05-04	$12,570.18 2026-05-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	JEPQ	SCHD
2026 (YTD)	+4.35%	+17.18%
2025	+12.19%	+1.62%
2024	+21.40%	+8.53%
2023	+31.87%	+1.16%
2022	−15.03%	−9.13%
2021	—	+21.34%
2020	—	+13.48%
2019	—	+24.45%
2018	—	−7.33%
2017	—	+18.35%
2016	—	+14.09%
2015	—	−1.02%
2014	—	+10.85%
2013	—	+30.91%
2012	—	+9.50%
2011	—	+5.72%

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Drawdowns

Wed 2022-05-04? to Fri 2026-05-22	Current Drawdown	Worst Drawdown
JEPQ ×	—	−20.43% 2025-04-08 from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	—	−17.32% 2025-04-08 from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-05-22	1 Year	2 Years	3 Years	5 Years	10 Years
JEPQ ×	+23.75%	+29.97% +14.02%/yr	+60.52% +17.08%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+26.43%	+26.15% +12.32%/yr	+42.04% +12.41%/yr	+23.20% +4.26%/yr	+148.29% +9.52%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund