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

Wed 2022-05-04? 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
JEPQ ×	−0.09% 2025-07-03	1.359 TRR 2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Thu 2025-07-03	Overall Return	Exponential Trendline
SCHD ×	+5.48% +1.70%/yr	+5.45%/yr (R2=0.510)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+35.88% +10.17%/yr	+17.51%/yr (R2=0.879)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Thu 2025-07-03	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$10,547.63 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$13,587.56 2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPQ
2025 (YTD)	−0.07%	−0.09%
2024	+8.52%	+21.38%
2023	+1.16%	+31.86%
2022	−9.11%	−15.03%
2021	+21.32%	—
2020	+13.50%	—
2019	+24.42%	—
2018	−7.35%	—
2017	+18.36%	—
2016	+14.15%	—
2015	−1.08%	—
2014	+10.89%	—
2013	+30.89%	—
2012	+9.49%	—
2011	+5.73%	—

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Drawdowns

Wed 2022-05-04? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
SCHD ×	−6.72%	−17.33% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	−3.58%	−20.44% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund