All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2022-05-04? to Wed 2025-05-28 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−5.55%
2025-05-28 |
3.359 TRR
2025-05-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPQ × |
−4.82%
2025-05-28 |
1.295 TRR
2025-05-28 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Wed 2025-05-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
−0.31%
−0.10%/yr |
+5.66%/yr
(R2=0.508) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPQ × |
+29.45%
+8.78%/yr |
+17.91%/yr
(R2=0.876) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Wed 2025-05-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2022-05-04 |
$9,969.37
2025-05-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$12,945.09
2025-05-28 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | JEPQ |
---|---|---|
2025 (YTD) | −5.55% | −4.82% |
2024 | +8.54% | +21.41% |
2023 | +1.15% | +31.86% |
2022 | −9.15% | −15.05% |
2021 | +21.33% | — |
2020 | +13.50% | — |
2019 | +24.43% | — |
2018 | −7.30% | — |
2017 | +18.37% | — |
2016 | +14.04% | — |
2015 | −1.00% | — |
2014 | +10.81% | — |
2013 | +30.93% | — |
2012 | +9.49% | — |
2011 | +5.73% | — |
Wed 2022-05-04? to Wed 2025-05-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −11.82% |
−17.30%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPQ × | −8.13% |
−20.43%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||