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

Wed 2022-05-04💬 to Fri 2026-06-12	YTD Return	1 Year Return
SCHD ×	+16.45% 2026-06-12	+20.95% 2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPQ ×	+4.15% 2026-06-12	+20.43% 2026-06-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2022-05-04💬 to Fri 2026-06-12	Overall Return	Exponential Trendline
SCHD ×	+24.92% +5.57%/yr	+6.51%/yr (R2=0.694)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPQ ×	+58.93% +11.94%/yr	+16.97%/yr (R2=0.934)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2022-05-04💬 to Fri 2026-06-12	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$12,491.65 2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$15,892.98 2026-06-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPQ
2026 (YTD)	+16.45%	+4.15%
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 Fri 2026-06-12	Current Drawdown	Worst Drawdown
SCHD ×	−0.41% from 2026-05-22 peak	−17.32% 2025-04-08 from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPQ ×	−1.75% from 2026-06-02 peak	−20.43% 2025-04-08 from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-06-12	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+20.95%	+28.29% +13.26%/yr	+38.44% +11.45%/yr	+22.34% +4.11%/yr	+139.55% +9.13%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPQ ×	+20.43%	+26.74% +12.58%/yr	+56.70% +16.15%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund