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

Thu 2020-05-21? to Fri 2025-08-01	YTD Return	TR Price
DGRO ×	+5.62% 2025-08-01	3.365 TR 2025-08-01
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	−1.61% 2025-08-01	4.874 TR 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+0.99% 2025-08-01	1.737 TR 2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Returns

Thu 2020-05-21? to Fri 2025-08-01	Overall Return	Exponential Trendline
DGRO ×	+100.45% +14.32%/yr	+10.23%/yr (R2=0.823)
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	+87.84% +12.90%/yr	+9.13%/yr (R2=0.720)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+73.72% +11.21%/yr	+9.43%/yr (R2=0.895)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Growth of $10,000

Thu 2020-05-21? to Fri 2025-08-01	Start Value	End Value
DGRO ×	$10,000.00 2020-05-21	$20,044.57 2025-08-01
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2020-05-21	$18,784.49 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$17,372.37 2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Annual Returns

Year	DGRO	SCHD	JEPI
2025 (YTD)	+5.62%	−1.61%	+0.99%
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%	—

---

Drawdowns

Thu 2020-05-21? to Fri 2025-08-01	Current Drawdown	Worst Drawdown
DGRO ×	−2.51%	−19.31% 2022-09-30
iShares Core Dividend Growth ETF Exchange-Traded Fund
SCHD ×	−8.13%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−3.23%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund