All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−0.07%
2025-07-03 |
3.554 TRR
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+1.35%
2025-07-03 |
1.416 TRR
2025-07-03 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+5.16%
2025-07-03 |
11.35 TRR
2025-07-03 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+6.87%
2025-07-03 |
6.567 TRR
2025-07-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+55.05%
+8.95%/yr |
+4.13%/yr
(R2=0.342) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+41.62%
+7.04%/yr |
+4.36%/yr
(R2=0.601) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+82.07%
+12.42%/yr |
+6.96%/yr
(R2=0.505) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
+99.82%
+14.49%/yr |
+7.69%/yr
(R2=0.381) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$15,504.54
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$14,162.11
2025-07-03 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2020-05-21 |
$18,207.07
2025-07-03 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2020-05-21 |
$19,982.04
2025-07-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | JEPI | SPY | QQQ |
|---|---|---|---|---|
| 2025 (YTD) | −0.07% | +1.35% | +5.16% | +6.87% |
| 2024 | +8.52% | +9.42% | +21.39% | +22.06% |
| 2023 | +1.16% | +6.27% | +22.09% | +49.84% |
| 2022 | −9.11% | −9.36% | −23.15% | −36.68% |
| 2021 | +21.32% | +13.54% | +20.27% | +19.04% |
| 2020 | +13.50% | +16.76% | +16.74% | +46.63% |
| 2019 | +24.42% | — | +28.29% | +35.86% |
| 2018 | −7.35% | — | −6.36% | −2.00% |
| 2017 | +18.36% | — | +19.19% | +29.92% |
| 2016 | +14.15% | — | +9.73% | +4.93% |
| 2015 | −1.08% | — | +0.50% | +8.64% |
| 2014 | +10.89% | — | +12.61% | +18.28% |
| 2013 | +30.89% | — | +30.35% | +34.61% |
| 2012 | +9.49% | — | +14.01% | +16.10% |
| 2011 | +5.73% | — | −1.05% | +0.41% |
| 2010 | — | — | +13.36% | +18.14% |
| 2009 | — | — | +23.00% | +50.58% |
| 2008 | — | — | −36.85% | −41.78% |
| 2007 | — | — | +1.01% | +14.35% |
| 2006 | — | — | +13.00% | +4.52% |
| 2005 | — | — | +1.35% | −1.80% |
| 2004 | — | — | +7.20% | +7.05% |
| 2003 | — | — | +25.82% | +46.91% |
| 2002 | — | — | −23.40% | −38.83% |
| 2001 | — | — | −13.11% | −34.36% |
| 2000 | — | — | −12.70% | −38.21% |
| 1999 | — | — | +17.24% | +75.06% |
| 1998 | — | — | +26.65% | — |
| 1997 | — | — | +31.24% | — |
| 1996 | — | — | +18.56% | — |
| 1995 | — | — | +34.63% | — |
| 1994 | — | — | −2.20% | — |
| 1993 | — | — | +6.28% | — |
| Thu 2020-05-21? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −6.72% |
−21.67%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | −2.88% |
−18.27%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × | 0.00% |
−29.17%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| QQQ × | 0.00% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||