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

Wed 2022-05-04? to Thu 2025-04-03	YTD Return	TRR Price
SCHD ×	−2.59% 2025-04-03	3.464 TRR 2025-04-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	−11.27% 2025-04-03	1.207 TRR 2025-04-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

---

Returns

Wed 2022-05-04? to Thu 2025-04-03	Overall Return	Exponential Trendline
SCHD ×	+2.81% +0.95%/yr	+6.37%/yr (R2=0.556)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+20.66% +6.65%/yr	+19.20%/yr (R2=0.899)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

---

Growth of $10,000

Wed 2022-05-04? to Thu 2025-04-03	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$10,280.77 2025-04-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$12,066.01 2025-04-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

---

Annual Returns

Year	SCHD	JEPQ
2025 (YTD)	−2.59%	−11.27%
2024	+8.50%	+21.39%
2023	+1.16%	+31.86%
2022	−9.12%	−15.04%
2021	+21.35%	—
2020	+13.46%	—
2019	+24.49%	—
2018	−7.33%	—
2017	+18.31%	—
2016	+14.11%	—
2015	−1.00%	—
2014	+10.86%	—
2013	+30.85%	—
2012	+9.50%	—
2011	+5.73%	—

---

Drawdowns

Wed 2022-05-04? to Thu 2025-04-03	Current Drawdown	Worst Drawdown
SCHD ×	−9.08%	−16.23% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	−14.37%	−19.02% 2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund