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

Thu 2020-05-21? to Thu 2025-07-03	YTD Return	TR Price
DGRO ×	+7.41% 2025-07-03	3.423 TR 2025-07-03
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	+2.00% 2025-07-03	5.053 TR 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+3.44% 2025-07-03	1.779 TR 2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Thu 2025-07-03	Overall Return	Exponential Trendline
DGRO ×	+103.85% +14.93%/yr	+10.16%/yr (R2=0.814)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	+94.75% +13.91%/yr	+9.20%/yr (R2=0.714)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+77.94% +11.92%/yr	+9.44%/yr (R2=0.891)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Thu 2025-07-03	Start Value	End Value
DGRO ×	$10,000.00 2020-05-21	$20,385.26 2025-07-03
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2020-05-21	$19,475.20 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$17,794.11 2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	DGRO	SCHD	JEPI
2025 (YTD)	+7.41%	+2.00%	+3.44%
2024	+16.62%	+11.66%	+12.59%
2023	+10.47%	+4.54%	+9.82%
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 Thu 2025-07-03	Current Drawdown	Worst Drawdown
DGRO ×	0.00%	−19.31% 2022-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	−4.75%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−0.89%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund