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

Wed 2022-05-04? to Mon 2026-04-06	YTD Return	TRR Price
SCHD ×	+11.42% 2026-04-06	4.026 TRR 2026-04-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	−2.25% 2026-04-06	1.492 TRR 2026-04-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Mon 2026-04-06	Overall Return	Exponential Trendline
SCHD ×	+19.50% +4.65%/yr	+5.96%/yr (R2=0.649)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+49.16% +10.73%/yr	+17.12%/yr (R2=0.926)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Mon 2026-04-06	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$11,950.08 2026-04-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$14,915.98 2026-04-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPQ
2026 (YTD)	+11.42%	−2.25%
2025	+1.63%	+12.18%
2024	+8.50%	+21.40%
2023	+1.18%	+31.86%
2022	−9.14%	−15.02%
2021	+21.33%	—
2020	+13.50%	—
2019	+24.45%	—
2018	−7.32%	—
2017	+18.28%	—
2016	+14.15%	—
2015	−1.02%	—
2014	+10.84%	—
2013	+30.87%	—
2012	+9.50%	—
2011	+5.73%	—

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Drawdowns

Wed 2022-05-04? to Mon 2026-04-06	Current Drawdown	Worst Drawdown
SCHD ×	−3.25%	−17.32% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	−4.95%	−20.44% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund