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

Thu 2020-05-28? to Wed 2026-04-01	YTD Return	TR Price
SCHD ×	+12.17% 2026-04-01	5.798 TR 2026-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	+0.59% 2026-04-01	1.18 TR 2026-04-01
iShares Trust Exchange-Traded Fund
JEPI ×	−0.28% 2026-04-01	1.854 TR 2026-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-28? to Wed 2026-04-01	Overall Return	Exponential Trendline
SCHD ×	+115.78% +14.07%/yr	+9.01%/yr (R2=0.777)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	+17.99% +2.87%/yr	+3.30%/yr (R2=0.898)
iShares Trust Exchange-Traded Fund
JEPI ×	+81.06% +10.70%/yr	+9.38%/yr (R2=0.924)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-28? to Wed 2026-04-01	Start Value	End Value
SCHD ×	$10,000.00 2020-05-28	$21,578.31 2026-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	$10,000.00 2020-05-28	$11,798.73 2026-04-01
iShares Trust Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-28	$18,106.36 2026-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	SGOV	JEPI
2026 (YTD)	+12.17%	+0.59%	−0.28%
2025	+4.34%	+4.24%	+8.10%
2024	+11.66%	+5.28%	+12.59%
2023	+4.54%	+5.12%	+9.83%
2022	−3.26%	+1.58%	−3.49%
2021	+29.87%	+0.04%	+21.53%
2020	+15.03%	+0.05%	+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 2020-05-28? to Wed 2026-04-01	Current Drawdown	Worst Drawdown
SCHD ×	−3.43%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SGOV ×	−0.27%	−0.27% 2026-04-01
iShares Trust Exchange-Traded Fund
JEPI ×	−5.24%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund