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

Wed 2022-05-04? to Tue 2026-05-12	YTD Return	TRR Price
SCHD ×	+13.48% 2026-05-12	4.101 TRR 2026-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+3.50% 2026-05-12	1.579 TRR 2026-05-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04? to Tue 2026-05-12	Overall Return	Exponential Trendline
SCHD ×	+21.73% +5.01%/yr	+6.23%/yr (R2=0.675)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+57.94% +12.03%/yr	+17.00%/yr (R2=0.930)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04? to Tue 2026-05-12	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$12,172.98 2026-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$15,794.07 2026-05-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPQ
2026 (YTD)	+13.48%	+3.50%
2025	+1.62%	+12.19%
2024	+8.53%	+21.40%
2023	+1.16%	+31.87%
2022	−9.13%	−15.03%
2021	+21.34%	—
2020	+13.48%	—
2019	+24.45%	—
2018	−7.33%	—
2017	+18.35%	—
2016	+14.09%	—
2015	−1.02%	—
2014	+10.85%	—
2013	+30.91%	—
2012	+9.50%	—
2011	+5.72%	—

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Drawdowns

Wed 2022-05-04? to Tue 2026-05-12	Current Drawdown	Worst Drawdown
SCHD ×	−1.41%	−17.32% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	−0.11%	−20.43% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Rolling Returns

Period ending Tue 2026-05-12	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+20.19%/yr +20.18% total	+10.40%/yr +21.93% total	+11.47%/yr +38.52% total	+3.95%/yr +21.37% total	+9.00%/yr +136.81% total
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+22.68%/yr +22.66% total	+14.25%/yr +30.59% total	+17.48%/yr +62.14% total	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund