All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

Thu 2020-05-21? to Tue 2025-08-26 YTD
Return
TR
Price
DIVO
×
+11.15%
2025-08-26
2.746 TR
2025-08-26
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+3.50%
2025-08-26
5.127 TR
2025-08-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+4.34%
2025-08-26
1.795 TR
2025-08-26
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Tue 2025-08-26 Overall
Return
Exponential
Trendline
DIVO
×
+103.74%
+14.47%/yr
+10.59%/yr
(R2=0.895)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+97.60%
+13.81%/yr
+9.08%/yr
(R2=0.725)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+79.49%
+11.75%/yr
+9.41%/yr
(R2=0.898)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Tue 2025-08-26 Start
Value
End
Value
DIVO
×
$10,000.00
2020-05-21
$20,374.33
2025-08-26
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2020-05-21
$19,760.03
2025-08-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$17,948.77
2025-08-26
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year DIVO SCHD JEPI
2025 (YTD) +11.15% +3.50% +4.34%
2024 +16.22% +11.66% +12.59%
2023 +6.95% +4.54% +9.83%
2022 −1.46% −3.26% −3.49%
2021 +22.88% +29.87% +21.53%
2020 +12.41% +15.03% +18.61%
2019 +24.90% +27.29%
2018 −3.18% −5.56%
2017 +21.43% +20.85%
2016 −0.56% +16.45%
2015 −0.30%
2014 +11.69%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Thu 2020-05-21? to Tue 2025-08-26 Current
Drawdown
Worst
Drawdown
DIVO
×
0.00% −13.72%
2022-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
−3.36% −16.85%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
−0.49% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund