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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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