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

Thu 2020-05-21? to Tue 2025-07-08	YTD Return	TR Price
SCHD ×	+1.89% 2025-07-08	5.047 TR 2025-07-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+3.17% 2025-07-08	1.775 TR 2025-07-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	+4.91% 2025-07-08	10.58 TR 2025-07-08
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Tue 2025-07-08	Overall Return	Exponential Trendline
SCHD ×	+94.54% +13.85%/yr	+9.20%/yr (R2=0.715)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+77.47% +11.83%/yr	+9.44%/yr (R2=0.891)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	+151.64% +19.71%/yr	+13.62%/yr (R2=0.666)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Tue 2025-07-08	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$19,453.84 2025-07-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$17,747.25 2025-07-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2020-05-21	$25,163.63 2025-07-08
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	SCHG
2025 (YTD)	+1.89%	+3.17%	+4.91%
2024	+11.66%	+12.59%	+34.96%
2023	+4.54%	+9.82%	+50.10%
2022	−3.26%	−3.49%	−31.80%
2021	+29.87%	+21.53%	+28.11%
2020	+15.03%	+18.61%	+39.14%
2019	+27.29%	—	+36.02%
2018	−5.56%	—	−1.36%
2017	+20.85%	—	+28.05%
2016	+16.45%	—	+6.82%
2015	−0.30%	—	+3.24%
2014	+11.69%	—	+15.80%
2013	+32.88%	—	+34.04%
2012	+11.39%	—	+16.88%
2011	+5.31%	—	−0.74%
2010	—	—	+16.85%
2009	—	—	+2.70%

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Drawdowns

Thu 2020-05-21? to Tue 2025-07-08	Current Drawdown	Worst Drawdown
SCHD ×	−4.85%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−1.15%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	−0.82%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund