JEPQ,SCHG: 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
SCHG ×	−0.95% 2025-06-06	6.84 TRR 2025-06-06
Schwab U.S. Large-Cap Growth 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
SCHG ×	+51.27% +14.33%/yr	+25.21%/yr (R2=0.886)
Schwab U.S. Large-Cap Growth 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
SCHG ×	$10,000.00 2022-05-04	$15,126.55 2025-06-06
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	JEPQ	SCHG
2025 (YTD)	−3.50%	−0.95%
2024	+21.41%	+31.17%
2023	+31.83%	+45.20%
2022	−15.02%	−35.93%
2021	—	+19.67%
2020	—	+37.24%
2019	—	+32.99%
2018	—	−3.18%
2017	—	+25.40%
2016	—	+4.64%
2015	—	+2.50%
2014	—	+14.94%
2013	—	+32.04%
2012	—	+14.90%
2011	—	−3.60%
2010	—	+15.14%
2009	—	+2.80%

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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
SCHG ×	−5.17%	−24.48% 2025-04-08
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund