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

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Returns

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

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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

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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%	—

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Drawdowns

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