SCHD,JEPI Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

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

Dividends Reinvested:

Thu 2020-05-21^? to Tue 2025-10-14	YTD Return	TR Price
SCHD ^×	+1.17% 2025-10-14	5.012 TR 2025-10-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ^×	+5.30% 2025-10-14	1.811 TR 2025-10-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21^? to Tue 2025-10-14	Overall Return	Exponential Trendline
SCHD ^×	+93.17% +12.97%/yr	+8.98%/yr (R²=0.735)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ^×	+81.14% +11.63%/yr	+9.39%/yr (R²=0.905)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21^? to Tue 2025-10-14	Start Value	End Value
SCHD ^×	$10,000.00 2020-05-21	$19,316.62 2025-10-14
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ^×	$10,000.00 2020-05-21	$18,114.25 2025-10-14
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year	SCHD	JEPI
2025 (YTD)	+1.17%	+5.30%
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%	—

Drawdowns

Thu 2020-05-21^? to Tue 2025-10-14	Current Drawdown	Worst Drawdown
SCHD ^×	−5.52%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ^×	−0.26%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund