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

Wed 2022-05-04? to Fri 2025-04-25	YTD Return	TRR Price
JEPQ ×	−8.28% 2025-04-25	1.248 TRR 2025-04-25
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−6.59% 2025-04-25	3.322 TRR 2025-04-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Fri 2025-04-25	Overall Return	Exponential Trendline
JEPQ ×	+24.76% +7.72%/yr	+18.47%/yr (R2=0.881)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−1.38% −0.47%/yr	+6.00%/yr (R2=0.525)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Fri 2025-04-25	Start Value	End Value
JEPQ ×	$10,000.00 2022-05-04	$12,476.19 2025-04-25
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2022-05-04	$9,861.70 2025-04-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	JEPQ	SCHD
2025 (YTD)	−8.28%	−6.59%
2024	+21.40%	+8.53%
2023	+31.84%	+1.16%
2022	−15.02%	−9.15%
2021	—	+21.37%
2020	—	+13.44%
2019	—	+24.44%
2018	—	−7.32%
2017	—	+18.35%
2016	—	+14.09%
2015	—	−1.00%
2014	—	+10.85%
2013	—	+30.91%
2012	—	+9.50%
2011	—	+5.72%

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Drawdowns

Wed 2022-05-04? to Fri 2025-04-25	Current Drawdown	Worst Drawdown
JEPQ ×	−11.46%	−20.40% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−12.81%	−17.29% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund