All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2022-05-04? to Wed 2025-05-07 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−6.76%
2025-05-07 |
3.316 TRR
2025-05-07 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPQ × |
−6.59%
2025-05-07 |
1.27 TRR
2025-05-07 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Date | -- |
---|---|
SCHD | -- |
SCHD (Trendline) | -- |
JEPQ | -- |
JEPQ (Trendline) | -- |
Wed 2022-05-04? to Wed 2025-05-07 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
−1.57%
−0.53%/yr |
+5.85%/yr
(R2=0.516) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPQ × |
+27.03%
+8.28%/yr |
+18.23%/yr
(R2=0.878) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Wed 2025-05-07 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2022-05-04 |
$9,842.61
2025-05-07 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$12,703.04
2025-05-07 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | JEPQ |
---|---|---|
2025 (YTD) | −6.76% | −6.59% |
2024 | +8.52% | +21.40% |
2023 | +1.16% | +31.84% |
2022 | −9.14% | −15.03% |
2021 | +21.35% | — |
2020 | +13.49% | — |
2019 | +24.43% | — |
2018 | −7.32% | — |
2017 | +18.34% | — |
2016 | +14.07% | — |
2015 | −1.00% | — |
2014 | +10.84% | — |
2013 | +30.92% | — |
2012 | +9.49% | — |
2011 | +5.73% | — |
Date | -- |
---|---|
SCHD | -- |
JEPQ | -- |
Wed 2022-05-04? to Wed 2025-05-07 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −12.97% |
−17.28%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
JEPQ × | −9.85% |
−20.41%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||