DGRO,SCHD,JEPI: Total Return Chart (with Dividends Reinvested)

Thu 2020-05-21? to Wed 2026-04-01	YTD Return	TR Price
DGRO ×	+1.60% 2026-04-01	3.745 TR 2026-04-01
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	+12.17% 2026-04-01	5.798 TR 2026-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−0.28% 2026-04-01	1.854 TR 2026-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Wed 2026-04-01	Overall Return	Exponential Trendline
DGRO ×	+123.07% +14.67%/yr	+11.06%/yr (R2=0.875)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	+123.45% +14.70%/yr	+9.08%/yr (R2=0.777)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+85.43% +11.11%/yr	+9.41%/yr (R2=0.923)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Wed 2026-04-01	Start Value	End Value
DGRO ×	$10,000.00 2020-05-21	$22,307.10 2026-04-01
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2020-05-21	$22,345.10 2026-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$18,543.29 2026-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	DGRO	SCHD	JEPI
2026 (YTD)	+1.60%	+12.17%	−0.28%
2025	+15.69%	+4.34%	+8.10%
2024	+16.62%	+11.66%	+12.59%
2023	+10.47%	+4.54%	+9.83%
2022	−7.91%	−3.26%	−3.49%
2021	+26.65%	+29.87%	+21.53%
2020	+9.50%	+15.03%	+18.61%
2019	+29.87%	+27.29%	—
2018	−2.38%	−5.56%	—
2017	+23.00%	+20.85%	—
2016	+15.20%	+16.45%	—
2015	−0.69%	−0.30%	—
2014	+8.56%	+11.69%	—
2013	—	+32.88%	—
2012	—	+11.39%	—
2011	—	+5.31%	—

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Drawdowns

Thu 2020-05-21? to Wed 2026-04-01	Current Drawdown	Worst Drawdown
DGRO ×	−4.70%	−19.31% 2022-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	−3.43%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−5.24%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund