All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Wed 2022-05-04? to Fri 2026-05-01 YTD
Return
TRR
Price
JEPQ
×
+2.83%
2026-05-01
1.569 TRR
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+14.65%
2026-05-01
4.143 TRR
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+3.72%
2026-05-01
5.741 TRR
2026-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2026-05-01 Overall
Return
Exponential
Trendline
JEPQ
×
+56.92%
+11.95%/yr
+17.02%/yr
(R2=0.929)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+22.96%
+5.32%/yr
+6.16%/yr
(R2=0.668)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
+55.63%
+11.72%/yr
+16.75%/yr
(R2=0.934)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2026-05-01 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$15,691.82
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2022-05-04
$12,296.41
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
$10,000.00
2022-05-04
$15,562.71
2026-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year JEPQ SCHD VOO
2026 (YTD) +2.83% +14.65% +3.72%
2025 +12.19% +1.61% +14.75%
2024 +21.39% +8.53% +21.47%
2023 +31.88% +1.16% +22.23%
2022 −15.04% −9.12% −23.14%
2021 +21.34% +20.33%
2020 +13.46% +16.73%
2019 +24.44% +28.43%
2018 −7.30% −6.29%
2017 +18.30% +19.25%
2016 +14.07% +9.89%
2015 −1.01% +0.59%
2014 +10.90% +12.70%
2013 +30.87% +30.43%
2012 +9.50% +14.01%
2011 +5.72% −1.04%
2010 +14.35%

Drawdowns

Wed 2022-05-04? to Fri 2026-05-01 Current
Drawdown
Worst
Drawdown
JEPQ
×
0.00% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−0.65% −17.34%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO
×
0.00% −19.06%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund