All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Fri 2025-06-06 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−1.98%
2025-06-06 |
4.856 TR
2025-06-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+1.04%
2025-06-06 |
1.738 TR
2025-06-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+2.54%
2025-06-06 |
24.5 TR
2025-06-06 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DIA × |
+1.18%
2025-06-06 |
9.691 TR
2025-06-06 |
||||
| SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-06-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+87.15%
+13.23%/yr |
+9.29%/yr
(R2=0.710) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+73.80%
+11.58%/yr |
+9.47%/yr
(R2=0.888) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+118.53%
+16.77%/yr |
+12.07%/yr
(R2=0.775) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DIA × |
+91.44%
+13.74%/yr |
+9.84%/yr
(R2=0.798) |
||||
| SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-06-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2020-05-21 |
$18,714.65
2025-06-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$17,380.43
2025-06-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2020-05-21 |
$21,852.60
2025-06-06 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DIA × |
$10,000.00
2020-05-21 |
$19,143.92
2025-06-06 |
||||
| SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||
| Year | SCHD | JEPI | SPY | DIA |
|---|---|---|---|---|
| 2025 (YTD) | −1.98% | +1.04% | +2.54% | +1.18% |
| 2024 | +11.66% | +12.59% | +24.89% | +14.82% |
| 2023 | +4.54% | +9.82% | +26.18% | +16.02% |
| 2022 | −3.26% | −3.49% | −18.18% | −7.02% |
| 2021 | +29.87% | +21.53% | +28.73% | +20.83% |
| 2020 | +15.03% | +18.61% | +18.33% | +9.59% |
| 2019 | +27.29% | — | +31.22% | +25.03% |
| 2018 | −5.56% | — | −4.57% | −3.74% |
| 2017 | +20.85% | — | +21.71% | +28.08% |
| 2016 | +16.45% | — | +12.00% | +16.37% |
| 2015 | −0.30% | — | +1.23% | +0.09% |
| 2014 | +11.69% | — | +13.46% | +9.82% |
| 2013 | +32.88% | — | +32.31% | +29.64% |
| 2012 | +11.39% | — | +15.99% | +9.94% |
| 2011 | +5.31% | — | +1.89% | +8.06% |
| 2010 | — | — | +15.06% | +14.01% |
| 2009 | — | — | +26.35% | +22.74% |
| 2008 | — | — | −36.79% | −32.14% |
| 2007 | — | — | +5.15% | +8.89% |
| 2006 | — | — | +15.85% | +18.91% |
| 2005 | — | — | +4.83% | +1.61% |
| 2004 | — | — | +10.70% | +5.02% |
| 2003 | — | — | +28.18% | +27.90% |
| 2002 | — | — | −21.58% | −14.70% |
| 2001 | — | — | −11.76% | −5.08% |
| 2000 | — | — | −9.74% | −5.93% |
| 1999 | — | — | +20.39% | +27.56% |
| 1998 | — | — | +28.69% | +17.92% |
| 1997 | — | — | +33.48% | — |
| 1996 | — | — | +22.50% | — |
| 1995 | — | — | +38.06% | — |
| 1994 | — | — | +0.40% | — |
| 1993 | — | — | +8.71% | — |
| Thu 2020-05-21? to Fri 2025-06-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | −8.47% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | −3.19% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × | −1.96% |
−24.50%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| DIA × | −4.25% |
−20.76%
2022-09-30 |
||||
| SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||