All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Tue 2025-05-27 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−2.98%
2025-05-27 |
4.806 TR
2025-05-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+0.14%
2025-05-27 |
1.723 TR
2025-05-27 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Date | -- |
|---|---|
SCHD | -- |
SCHD (Trendline) | -- |
JEPI | -- |
JEPI (Trendline) | -- |
| Thu 2020-05-21? to Tue 2025-05-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+85.24%
+13.08%/yr |
+9.35%/yr
(R2=0.710) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+72.25%
+11.45%/yr |
+9.50%/yr
(R2=0.886) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-05-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$18,524.26
2025-05-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$17,225.38
2025-05-27 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | JEPI |
|---|---|---|
| 2025 (YTD) | −2.98% | +0.14% |
| 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% | — |
Date | -- |
|---|---|
SCHD | -- |
JEPI | -- |
| Thu 2020-05-21? to Tue 2025-05-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −9.40% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | −4.05% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||