All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2022-05-04? to Tue 2025-04-29 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−5.82%
2025-04-29 |
3.35 TRR
2025-04-29 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
−1.77%
2025-04-29 |
1.856 TRR
2025-04-29 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
−7.88%
2025-04-29 |
1.253 TRR
2025-04-29 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Tue 2025-04-29 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
−0.58%
−0.19%/yr |
+5.97%/yr
(R2=0.523) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
+12.50%
+4.02%/yr |
+9.06%/yr
(R2=0.820) |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
+25.29%
+7.84%/yr |
+18.41%/yr
(R2=0.880) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Tue 2025-04-29 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2022-05-04 |
$9,942.40
2025-04-29 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × |
$10,000.00
2022-05-04 |
$11,249.65
2025-04-29 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$12,529.30
2025-04-29 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | DIVO | JEPQ |
---|---|---|---|
2025 (YTD) | −5.82% | −1.77% | −7.88% |
2024 | +8.53% | +12.97% | +21.40% |
2023 | +1.16% | +3.48% | +31.83% |
2022 | −9.11% | −7.46% | −15.01% |
2021 | +21.31% | +14.81% | — |
2020 | +13.49% | +10.89% | — |
2019 | +24.44% | +22.12% | — |
2018 | −7.32% | −5.00% | — |
2017 | +18.35% | +18.91% | — |
2016 | +14.09% | −0.56% | — |
2015 | −1.00% | — | — |
2014 | +10.85% | — | — |
2013 | +30.88% | — | — |
2012 | +9.50% | — | — |
2011 | +5.72% | — | — |
Wed 2022-05-04? to Tue 2025-04-29 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −12.09% |
−17.32%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DIVO × | −6.84% |
−13.57%
2022-09-30 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
JEPQ × | −11.09% |
−20.41%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||