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 2026-09-30 Overall
Return 		Exponential
Trendline
SCHD × 		+142.05%
+14.91%/yr 		+9.89%/yr
R2=0.823
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI × 		+92.73%
+10.87%/yr 		+9.28%/yr
R2=0.936
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-05-21💬 to Wed 2026-09-30 Start
Value 		End
Value
SCHD × 		$10,000.00
2020-05-21 		$24,205.31
2026-09-30
JEPI × 		$10,000.00
2020-05-21 		$19,273.23
2026-09-30

This Year’s Performance

through 2026-09-30

  YTD YoY
SCHD × 		+21.51% +23.33%
JEPI × 		+3.64% +6.66%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−6.88%
on 2026-09-30
from 2026-08-24 peak 		−16.85%
on 2022-09-30
from 2022-01-11 peak
JEPI × 		−2.71%
on 2026-09-30
from 2026-08-26 peak 		−13.71%
on 2022-09-30
from 2022-04-20 peak

Rolling Returns

Period ending Wed 2026-09-30 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+23.33% +24.07%
+11.39%/yr 		+53.87%
+15.45%/yr 		+57.12%
+9.46%/yr 		+222.88%
+12.44%/yr
JEPI × 		+6.66% +11.22%
+5.46%/yr 		+33.24%
+10.04%/yr 		+45.36%
+7.77%/yr 		—

Annual Returns

Year SCHD JEPI
2026 (YTD) +21.51% +3.64%
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% —