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 2022-05-04šŸ’¬ to Wed 2026-06-10 YTD
Return
1 Year
Return
JEPQ
×
+0.92%
2026-06-10
+16.77%
2026-06-10
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+14.56%
2026-06-10
+19.26%
2026-06-10
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VOO
×
+3.06%
2026-06-10
+16.80%
2026-06-10
Vanguard S&P 500 ETF NYSE Exchange-Traded Fund

Returns

Wed 2022-05-04šŸ’¬ to Wed 2026-06-10 Overall
Return
Exponential
Trendline
JEPQ
×
+54.00%
+11.10%/yr
+16.97%/yr
(R2=0.933)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+22.89%
+5.15%/yr
+6.49%/yr
(R2=0.692)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VOO
×
+54.64%
+11.21%/yr
+16.80%/yr
(R2=0.939)
Vanguard S&P 500 ETF NYSE Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04šŸ’¬ to Wed 2026-06-10 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$15,399.89
2026-06-10
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2022-05-04
$12,288.71
2026-06-10
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VOO
×
$10,000.00
2022-05-04
$15,464.10
2026-06-10
Vanguard S&P 500 ETF NYSE Exchange-Traded Fund

Annual Returns

Year JEPQ SCHD VOO
2026 (YTD) +0.92% +14.56% +3.06%
2025 +12.19% +1.62% +14.75%
2024 +21.40% +8.53% +21.47%
2023 +31.87% +1.16% +22.23%
2022 āˆ’15.03% āˆ’9.13% āˆ’23.14%
2021 +21.34% +20.33%
2020 +13.48% +16.73%
2019 +24.45% +28.43%
2018 āˆ’7.33% āˆ’6.29%
2017 +18.35% +19.25%
2016 +14.09% +9.89%
2015 āˆ’1.02% +0.59%
2014 +10.85% +12.71%
2013 +30.91% +30.43%
2012 +9.50% +14.02%
2011 +5.72% āˆ’1.04%
2010 +14.35%

Drawdowns

Wed 2022-05-04šŸ’¬ to Wed 2026-06-10 Current
Drawdown
Worst
Drawdown
JEPQ
×
āˆ’4.80%
from 2026-06-02 peak
āˆ’20.43%
2025-04-08
from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
āˆ’2.02%
from 2026-05-22 peak
āˆ’17.32%
2025-04-08
from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VOO
×
āˆ’4.55%
from 2026-06-02 peak
āˆ’19.06%
2025-04-08
from 2025-02-19 peak
Vanguard S&P 500 ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-06-10 1
Year
2
Years
3
Years
5
Years
10
Years
JEPQ
×
+16.77% +23.84%
+11.28%/yr
+52.72%
+15.16%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+19.26% +25.66%
+12.10%/yr
+36.90%
+11.04%/yr
+20.50%
+3.80%/yr
+135.65%
+8.95%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
VOO
×
+16.80% +30.07%
+14.05%/yr
+59.52%
+16.84%/yr
+48.07%
+8.17%/yr
+193.38%
+11.36%/yr
Vanguard S&P 500 ETF NYSE Exchange-Traded Fund