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 2025-05-07 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

Returns

SCHD,JEPQ - Total Real Return Chart
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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

SCHD,JEPQ - Total Real Return Drawdowns Chart
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