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 | ||||||
| O × |
+7.63%
2025-04-01 |
22.91 TRR
2025-04-01 |
||||
| Realty Income 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 | ||||||
| O × |
−12.05%
−4.32%/yr |
−4.91%/yr
(R2=0.234) |
||||
| Realty Income 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 | ||||||
| O × |
$10,000.00
2022-05-04 |
$8,795.01
2025-04-01 |
||||
| Realty Income 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 | O | JEPQ | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | +1.57% | +7.63% | −8.17% | −1.54% |
| 2024 | +8.54% | −4.86% | +21.38% | +9.43% |
| 2023 | +1.16% | −7.65% | +31.87% | +6.27% |
| 2022 | −9.16% | −12.99% | −15.03% | −9.36% |
| 2021 | +21.35% | +19.54% | — | +13.53% |
| 2020 | +13.46% | −12.66% | — | +16.77% |
| 2019 | +24.49% | +18.57% | — | — |
| 2018 | −7.33% | +13.77% | — | — |
| 2017 | +18.31% | +1.54% | — | — |
| 2016 | +14.11% | +13.43% | — | — |
| 2015 | −1.00% | +12.54% | — | — |
| 2014 | +10.86% | +33.33% | — | — |
| 2013 | +30.88% | −3.71% | — | — |
| 2012 | +9.49% | +18.24% | — | — |
| 2011 | +5.73% | +4.42% | — | — |
| 2010 | — | +37.30% | — | — |
| 2009 | — | +17.63% | — | — |
| 2008 | — | −8.33% | — | — |
| 2007 | — | −0.80% | — | — |
| 2006 | — | +32.74% | — | — |
| 2005 | — | −12.38% | — | — |
| 2004 | — | +29.61% | — | — |
| 2003 | — | +19.37% | — | — |
| 2002 | — | +24.52% | — | — |
| 2001 | — | +26.18% | — | — |
| 2000 | — | +28.39% | — | — |
| 1999 | — | −11.50% | — | — |
| 1998 | — | +3.92% | — | — |
| 1997 | — | +12.84% | — | — |
| 1996 | — | +11.00% | — | — |
| 1995 | — | +42.63% | — | — |
| 1994 | — | +9.86% | — | — |
| 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 | ||||||
| O × | −18.31% |
−36.91%
2023-10-30 |
||||
| Realty Income 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 | ||||||