SCHD,JEPI: Total Return Chart (with Dividends Reinvested)

Thu 2020-05-21? to Fri 2026-05-22	YTD Return	1 Year Return
SCHD ×	+20.70% 2026-05-22	+31.35% 2026-05-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+1.11% 2026-05-22	+9.81% 2026-05-22
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Fri 2026-05-22	Overall Return	Exponential Trendline
SCHD ×	+140.44% +15.74%/yr	+9.27%/yr (R2=0.792)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+88.01% +11.09%/yr	+9.37%/yr (R2=0.928)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Fri 2026-05-22	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$24,044.24 2026-05-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$18,801.48 2026-05-22
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI
2026 (YTD)	+20.70%	+1.11%
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%	—

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Drawdowns

Thu 2020-05-21? to Fri 2026-05-22	Current Drawdown	Worst Drawdown
SCHD ×	—	−16.85% 2022-09-30 from 2022-01-11 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−3.92% from 2026-02-27 peak	−13.71% 2022-09-30 from 2022-04-20 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-05-22	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+31.35%	+34.12% +15.82%/yr	+56.00% +15.97%/yr	+53.15% +8.90%/yr	+245.47% +13.19%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+9.81%	+15.51% +7.48%/yr	+30.27% +9.21%/yr	+44.66% +7.66%/yr	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund