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

Tue 2022-08-30? to Fri 2026-05-15	YTD Return	1 Year Return
SCHD ×	+13.30% 2026-05-15	+20.06% 2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+3.66% 2026-05-15	+22.41% 2026-05-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+3.08% 2026-05-15	+17.69% 2026-05-15
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Fri 2026-05-15	Overall Return	Exponential Trendline
SCHD ×	+32.90% +7.97%/yr	+7.06%/yr (R2=0.710)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+73.69% +16.06%/yr	+18.19%/yr (R2=0.939)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+50.75% +11.71%/yr	+12.93%/yr (R2=0.952)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Fri 2026-05-15	Start Value	End Value
SCHD ×	$10,000.00 2022-08-30	$13,289.70 2026-05-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-08-30	$17,368.80 2026-05-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$15,074.80 2026-05-15
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPQ	SPYI
2026 (YTD)	+13.30%	+3.66%	+3.08%
2025	+1.62%	+12.19%	+13.63%
2024	+8.53%	+21.40%	+15.70%
2023	+1.16%	+31.87%	+14.27%
2022	−9.13%	−15.03%	−2.66%
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

Tue 2022-08-30? to Fri 2026-05-15	Current Drawdown	Worst Drawdown
SCHD ×	−1.56% from 2026-03-02 peak	−17.32% 2025-04-08 from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	−0.41% from 2026-05-14 peak	−20.43% 2025-04-08 from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	−0.73% from 2026-05-14 peak	−16.85% 2025-04-08 from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-05-15	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+20.06%	+20.48% +9.77%/yr	+38.04% +11.34%/yr	+18.06% +3.38%/yr	+138.89% +9.09%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+22.41%	+29.35% +13.74%/yr	+61.90% +17.42%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+17.69%	+28.54% +13.39%/yr	+45.66% +13.35%/yr	—	—
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund