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

Wed 2022-05-04? to Fri 2025-06-06	YTD Return	TRR Price
JEPQ ×	−3.50% 2025-06-06	1.313 TRR 2025-06-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−3.77% 2025-06-06	3.422 TRR 2025-06-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Fri 2025-06-06	Overall Return	Exponential Trendline
JEPQ ×	+31.26% +9.20%/yr	+17.77%/yr (R2=0.876)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+1.57% +0.50%/yr	+5.57%/yr (R2=0.505)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Fri 2025-06-06	Start Value	End Value
JEPQ ×	$10,000.00 2022-05-04	$13,125.78 2025-06-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2022-05-04	$10,156.91 2025-06-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	JEPQ	SCHD
2025 (YTD)	−3.50%	−3.77%
2024	+21.41%	+8.50%
2023	+31.83%	+1.15%
2022	−15.02%	−9.11%
2021	—	+21.33%
2020	—	+13.50%
2019	—	+24.41%
2018	—	−7.29%
2017	—	+18.35%
2016	—	+14.03%
2015	—	−1.00%
2014	—	+10.89%
2013	—	+30.86%
2012	—	+9.50%
2011	—	+5.72%

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Drawdowns

Wed 2022-05-04? to Fri 2025-06-06	Current Drawdown	Worst Drawdown
JEPQ ×	−6.86%	−20.43% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−10.19%	−17.33% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund