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

Wed 2022-05-04? to Tue 2025-07-15	YTD Return	TRR Price
JEPQ ×	+0.28% 2025-07-15	1.364 TRR 2025-07-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−2.04% 2025-07-15	3.483 TRR 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Tue 2025-07-15	Overall Return	Exponential Trendline
JEPQ ×	+36.36% +10.18%/yr	+17.44%/yr (R2=0.880)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+3.39% +1.05%/yr	+5.43%/yr (R2=0.515)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Tue 2025-07-15	Start Value	End Value
JEPQ ×	$10,000.00 2022-05-04	$13,636.14 2025-07-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2022-05-04	$10,338.59 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	JEPQ	SCHD
2025 (YTD)	+0.28%	−2.04%
2024	+21.40%	+8.50%
2023	+31.84%	+1.16%
2022	−15.04%	−9.13%
2021	—	+21.36%
2020	—	+13.47%
2019	—	+24.42%
2018	—	−7.33%
2017	—	+18.39%
2016	—	+14.03%
2015	—	−1.00%
2014	—	+10.86%
2013	—	+30.91%
2012	—	+9.50%
2011	—	+5.72%

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Drawdowns

Wed 2022-05-04? to Tue 2025-07-15	Current Drawdown	Worst Drawdown
JEPQ ×	−3.21%	−20.43% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−8.57%	−17.32% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund