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

Wed 2022-05-04? to Mon 2024-09-30	YTD Return	TRR Price
SCHD ×	+10.96% 2024-09-30	3.636 TRR 2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+10.31% 2024-09-30	1.409 TRR 2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+14.15% 2024-09-30	1.279 TRR 2024-09-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Mon 2024-09-30	Overall Return	Exponential Trendline
SCHD ×	+7.92% +3.21%/yr	+4.21%/yr (R2=0.293)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+13.83% +5.52%/yr	+7.43%/yr (R2=0.806)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+27.86% +10.74%/yr	+18.90%/yr (R2=0.849)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Mon 2024-09-30	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$10,791.52 2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$11,382.94 2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$12,786.31 2024-09-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	JEPQ
2024 (YTD)	+10.96%	+10.31%	+14.15%
2023	+1.16%	+6.26%	+31.84%
2022	−9.13%	−9.36%	−15.04%
2021	+21.33%	+13.54%	—
2020	+13.49%	+16.76%	—
2019	+24.44%	—	—
2018	−7.32%	—	—
2017	+18.34%	—	—
2016	+14.07%	—	—
2015	−1.00%	—	—
2014	+10.84%	—	—
2013	+30.92%	—	—
2012	+9.48%	—	—
2011	+5.72%	—	—

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Drawdowns

Wed 2022-05-04? to Mon 2024-09-30	Current Drawdown	Worst Drawdown
SCHD ×	0.00%	−16.21% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	0.00%	−12.43% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−0.62%	−19.02% 2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund