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

Wed 2022-05-04? to Wed 2025-04-02	YTD Return	TRR Price
SCHD ×	+1.57% 2025-04-02	3.612 TRR 2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	−6.71% 2025-04-02	1.269 TRR 2025-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−0.45% 2025-04-02	1.391 TRR 2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Returns

Wed 2022-05-04? to Wed 2025-04-02	Overall Return	Exponential Trendline
SCHD ×	+7.19% +2.41%/yr	+6.38%/yr (R2=0.555)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+26.87% +8.51%/yr	+19.25%/yr (R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+12.43% +4.10%/yr	+8.38%/yr (R2=0.875)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Growth of $10,000

Wed 2022-05-04? to Wed 2025-04-02	Start Value	End Value
SCHD ×	$10,000.00 2022-05-04	$10,719.23 2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-05-04	$12,687.04 2025-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	$10,000.00 2022-05-04	$11,242.60 2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Annual Returns

Year	SCHD	JEPQ	JEPI
2025 (YTD)	+1.57%	−6.71%	−0.45%
2024	+8.50%	+21.39%	+9.44%
2023	+1.16%	+31.86%	+6.28%
2022	−9.12%	−15.04%	−9.35%
2021	+21.35%	—	+13.52%
2020	+13.46%	—	+16.77%
2019	+24.49%	—	—
2018	−7.33%	—	—
2017	+18.31%	—	—
2016	+14.11%	—	—
2015	−1.00%	—	—
2014	+10.86%	—	—
2013	+30.86%	—	—
2012	+9.50%	—	—
2011	+5.71%	—	—

---

Drawdowns

Wed 2022-05-04? to Wed 2025-04-02	Current Drawdown	Worst Drawdown
SCHD ×	−5.20%	−16.23% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	−9.96%	−19.02% 2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−4.60%	−12.45% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund