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

Total Real Returns

SCHD vs. JEPI: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 2020-05-21💬 to Wed 2026-07-29 Overall
Return 		Exponential
Trendline
SCHD × 		+149.74%
+15.94%/yr 		+9.55%/yr
R2=0.810
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI × 		+92.63%
+11.18%/yr 		+9.30%/yr
R2=0.932
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-05-21💬 to Wed 2026-07-29 Start
Value 		End
Value
SCHD × 		$10,000.00
2020-05-21 		$24,973.79
2026-07-29
JEPI × 		$10,000.00
2020-05-21 		$19,263.38
2026-07-29

This Year’s Performance

through 2026-07-29

  YTD YoY
SCHD × 		+25.36% +29.09%
JEPI × 		+3.59% +7.88%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−0.18%
on 2026-07-29
from 2026-07-28 peak 		−16.85%
on 2022-09-30
from 2022-01-11 peak
JEPI × 		−1.56%
on 2026-07-29
from 2026-02-27 peak 		−13.71%
on 2022-09-30
from 2022-04-20 peak

Rolling Returns

Period ending Wed 2026-07-29 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+29.09% +32.90%
+15.28%/yr 		+49.87%
+14.44%/yr 		+58.97%
+9.71%/yr 		+232.65%
+12.77%/yr
JEPI × 		+7.88% +17.41%
+8.36%/yr 		+29.23%
+8.92%/yr 		+41.86%
+7.24%/yr 		—

Annual Returns

Year SCHD JEPI
2026 (YTD) +25.36% +3.59%
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% —