All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Tue 2025-07-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+0.89%
2025-07-01 |
4.998 TR
2025-07-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+2.39%
2025-07-01 |
1.761 TR
2025-07-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-07-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+92.62%
+13.68%/yr |
+9.21%/yr
(R2=0.713) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+76.13%
+11.71%/yr |
+9.44%/yr
(R2=0.891) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Tue 2025-07-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$19,261.58
2025-07-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$17,613.08
2025-07-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SCHD | JEPI |
|---|---|---|
| 2025 (YTD) | +0.89% | +2.39% |
| 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% | — |
| Thu 2020-05-21? to Tue 2025-07-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −5.79% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | −1.89% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||