All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

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

Returns

SCHD,JEPQ - Total Real Return Chart
Date
--
SCHD
--
SCHD (Trendline)
--
JEPQ
--
JEPQ (Trendline)
--
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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

SCHD,JEPQ - Total Real Return Drawdowns Chart
Date
--
SCHD
--
JEPQ
--
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