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 Thu 2025-07-24 YTD
Return
TR
Price
SCHD
×
+1.74%
2025-07-24
5.04 TR
2025-07-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+3.82%
2025-07-24
1.786 TR
2025-07-24
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-07-24 Overall
Return
Exponential
Trendline
SCHD
×
+94.25%
+13.69%/yr
+9.16%/yr
(R2=0.719)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+78.60%
+11.86%/yr
+9.44%/yr
(R2=0.894)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-07-24 Start
Value
End
Value
SCHD
×
$10,000.00
2020-05-21
$19,425.36
2025-07-24
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$17,859.71
2025-07-24
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year SCHD JEPI
2025 (YTD) +1.74% +3.82%
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 Thu 2025-07-24 Current
Drawdown
Worst
Drawdown
SCHD
×
−4.99% −16.85%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
−0.52% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund