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

Thu 2020-05-21💬 to Fri 2026-06-12	YTD Return	1 Year Return
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

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Returns

Thu 2020-05-21💬 to Fri 2026-06-12	Overall Return	Exponential Trendline
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

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Growth of $10,000

Thu 2020-05-21💬 to Fri 2026-06-12	Start Value	End Value
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

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Annual Returns

Year	SCHD	JEPI
2026 (YTD)	+20.59%	+1.29%
2025	+4.34%	+8.10%
2024	+11.66%	+12.59%
2023	+4.54%	+9.83%
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%	—

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Drawdowns

Thu 2020-05-21💬 to Fri 2026-06-12	Current Drawdown	Worst Drawdown
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

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Rolling Returns

Period ending Fri 2026-06-12	1 Year	2 Years	3 Years	5 Years	10 Years
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