All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| DGRO × |
+9.86%
2026-06-12 |
+22.26%
2026-06-12 |
||||
| iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund | ||||||
| SCHD × |
+20.59%
2026-06-12 |
+26.08%
2026-06-12 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| JEPI × |
+1.29%
2026-06-12 |
+7.58%
2026-06-12 |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DGRO × |
+141.22%
+15.64%/yr |
+11.29%/yr
(R2=0.887) |
||||
| iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund | ||||||
| SCHD × |
+140.22%
+15.56%/yr |
+9.36%/yr
(R2=0.798) |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| JEPI × |
+88.36%
+11.02%/yr |
+9.34%/yr
(R2=0.929) |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| Thu 2020-05-21💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| DGRO × |
$10,000.00
2020-05-21 |
$24,121.54
2026-06-12 |
||||
| iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-05-21 |
$24,022.26
2026-06-12 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$18,835.52
2026-06-12 |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| Year | DGRO | SCHD | JEPI |
|---|---|---|---|
| 2026 (YTD) | +9.86% | +20.59% | +1.29% |
| 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% | — |
| Thu 2020-05-21💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| DGRO × | — |
−19.31%
2022-09-30 from 2022-01-04 peak |
||||
| iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund | ||||||
| SCHD × |
−0.09%
from 2026-05-22 peak |
−16.85%
2022-09-30 from 2022-01-11 peak |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| JEPI × |
−3.75%
from 2026-02-27 peak |
−13.71%
2022-09-30 from 2022-04-20 peak |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| DGRO × | +22.26% |
+37.91% +17.44%/yr |
+60.03% +16.97%/yr |
+67.16% +10.82%/yr |
+251.80% +13.40%/yr |
|
| iShares Core Dividend Growth ETF NYSE Exchange-Traded Fund | ||||||
| SCHD × | +26.08% |
+37.05% +17.07%/yr |
+52.55% +15.12%/yr |
+51.99% +8.73%/yr |
+234.24% +12.83%/yr |
|
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| JEPI × | +7.58% |
+16.72% +8.04%/yr |
+30.22% +9.20%/yr |
+43.29% +7.46%/yr |
— | |
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
