All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Tue 2025-04-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+1.57%
2025-04-01 |
3.612 TRR
2025-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
−1.01%
2025-04-01 |
10.98 TRR
2025-04-01 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × |
−8.17%
2025-04-01 |
1.249 TRR
2025-04-01 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
−1.54%
2025-04-01 |
1.376 TRR
2025-04-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Tue 2025-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+7.19%
+2.42%/yr |
+6.37%/yr
(R2=0.554) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
+61.32%
+17.86%/yr |
+23.76%/yr
(R2=0.870) |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × |
+24.90%
+7.94%/yr |
+19.28%/yr
(R2=0.900) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+11.18%
+3.71%/yr |
+8.38%/yr
(R2=0.874) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Tue 2025-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$10,719.23
2025-04-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × |
$10,000.00
2022-05-04 |
$16,131.92
2025-04-01 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$12,490.32
2025-04-01 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$11,118.29
2025-04-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | MAIN | JEPQ | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | +1.57% | −1.01% | −8.17% | −1.54% |
| 2024 | +8.54% | +43.16% | +21.38% | +9.43% |
| 2023 | +1.16% | +24.06% | +31.87% | +6.27% |
| 2022 | −9.16% | −16.74% | −15.03% | −9.36% |
| 2021 | +21.35% | +38.55% | — | +13.53% |
| 2020 | +13.46% | −20.61% | — | +16.77% |
| 2019 | +24.49% | +33.82% | — | — |
| 2018 | −7.33% | −9.98% | — | — |
| 2017 | +18.31% | +13.63% | — | — |
| 2016 | +14.11% | +34.65% | — | — |
| 2015 | −1.00% | +7.76% | — | — |
| 2014 | +10.86% | −3.68% | — | — |
| 2013 | +30.88% | +15.04% | — | — |
| 2012 | +9.49% | +50.97% | — | — |
| 2011 | +5.73% | +24.05% | — | — |
| 2010 | — | +22.39% | — | — |
| 2009 | — | +79.97% | — | — |
| 2008 | — | −20.85% | — | — |
| 2007 | — | −5.10% | — | — |
| Wed 2022-05-04? to Tue 2025-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −5.20% |
−16.23%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| MAIN × | −8.00% |
−27.28%
2022-10-10 |
||||
| Main Street Capital Corporation NYSE Common Stock | ||||||
| JEPQ × | −11.37% |
−19.00%
2022-10-14 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −5.67% |
−12.44%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||