All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Fri 2025-04-04 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−7.91%
2025-04-04 |
3.275 TRR
2025-04-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+3.84%
2025-04-04 |
22.11 TRR
2025-04-04 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
−16.23%
2025-04-04 |
1.139 TRR
2025-04-04 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Date | -- |
|---|---|
SCHD | -- |
SCHD (Trendline) | -- |
O | -- |
O (Trendline) | -- |
JEPQ | -- |
JEPQ (Trendline) | -- |
| Wed 2022-05-04? to Fri 2025-04-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−2.77%
−0.96%/yr |
+6.34%/yr
(R2=0.553) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
−15.15%
−5.47%/yr |
−4.85%/yr
(R2=0.232) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
+13.94%
+4.57%/yr |
+19.14%/yr
(R2=0.896) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2025-04-04 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2022-05-04 |
$9,723.08
2025-04-04 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2022-05-04 |
$8,484.62
2025-04-04 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$11,393.64
2025-04-04 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHD | O | JEPQ |
|---|---|---|---|
| 2025 (YTD) | −7.91% | +3.84% | −16.23% |
| 2024 | +8.54% | −4.85% | +21.41% |
| 2023 | +1.16% | −7.64% | +31.86% |
| 2022 | −9.12% | −13.00% | −15.04% |
| 2021 | +21.30% | +19.55% | — |
| 2020 | +13.51% | −12.66% | — |
| 2019 | +24.41% | +18.55% | — |
| 2018 | −7.33% | +13.79% | — |
| 2017 | +18.37% | +1.54% | — |
| 2016 | +14.11% | +13.43% | — |
| 2015 | −1.00% | +12.54% | — |
| 2014 | +10.77% | +33.37% | — |
| 2013 | +30.96% | −3.74% | — |
| 2012 | +9.49% | +18.28% | — |
| 2011 | +5.73% | +4.42% | — |
| 2010 | — | +37.30% | — |
| 2009 | — | +17.55% | — |
| 2008 | — | −8.27% | — |
| 2007 | — | −0.80% | — |
| 2006 | — | +32.74% | — |
| 2005 | — | −12.45% | — |
| 2004 | — | +29.70% | — |
| 2003 | — | +19.34% | — |
| 2002 | — | +24.51% | — |
| 2001 | — | +26.19% | — |
| 2000 | — | +28.38% | — |
| 1999 | — | −11.50% | — |
| 1998 | — | +3.90% | — |
| 1997 | — | +12.86% | — |
| 1996 | — | +11.00% | — |
| 1995 | — | +42.66% | — |
| 1994 | — | +9.86% | — |
Date | -- |
|---|---|
SCHD | -- |
O | -- |
JEPQ | -- |
| Wed 2022-05-04? to Fri 2025-04-04 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −14.01% |
−16.19%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × | −21.19% |
−36.91%
2023-10-30 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| JEPQ × | −19.15% |
−19.15%
2025-04-04 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||