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

Total Real Returns

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

Thu 2020-05-21? to Wed 2025-05-14 YTD
Return
TR
Price
SCHD
×
−3.97%
2025-05-14
4.757 TR
2025-05-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
−0.54%
2025-05-14
1.711 TR
2025-05-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-05-14 Overall
Return
Exponential
Trendline
SCHD
×
+83.34%
+12.94%/yr
+9.40%/yr
(R2=0.709)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+71.09%
+11.39%/yr
+9.52%/yr
(R2=0.885)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-05-14 Start
Value
End
Value
SCHD
×
$10,000.00
2020-05-21
$18,333.87
2025-05-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$17,108.64
2025-05-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year SCHD JEPI
2025 (YTD) −3.97% −0.54%
2024 +11.66% +12.59%
2023 +4.54% +9.82%
2022 −3.26% −3.49%
2021 +29.87% +21.53%
2020 +15.03% +18.61%
2019 +27.29%
2018 −5.56%
2017 +20.85%
2016 +16.45%
2015 −0.30%
2014 +11.69%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Thu 2020-05-21? to Wed 2025-05-14 Current
Drawdown
Worst
Drawdown
SCHD
×
−10.33% −16.85%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
−4.70% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund