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

Thu 2020-05-21? to Thu 2025-07-03	YTD Return	TR Price
VOO ×	+7.46% 2025-07-03	7.491 TR 2025-07-03
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD ×	+2.00% 2025-07-03	5.053 TR 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+3.44% 2025-07-03	1.779 TR 2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Thu 2025-07-03	Overall Return	Exponential Trendline
VOO ×	+129.88% +17.67%/yr	+12.25%/yr (R2=0.786)
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD ×	+94.75% +13.91%/yr	+9.20%/yr (R2=0.714)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+77.94% +11.92%/yr	+9.44%/yr (R2=0.891)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Thu 2025-07-03	Start Value	End Value
VOO ×	$10,000.00 2020-05-21	$22,988.25 2025-07-03
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2020-05-21	$19,475.20 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$17,794.11 2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	VOO	SCHD	JEPI
2025 (YTD)	+7.46%	+2.00%	+3.44%
2024	+24.98%	+11.66%	+12.59%
2023	+26.32%	+4.54%	+9.82%
2022	−18.17%	−3.26%	−3.49%
2021	+28.79%	+29.87%	+21.53%
2020	+18.32%	+15.03%	+18.61%
2019	+31.37%	+27.29%	—
2018	−4.50%	−5.56%	—
2017	+21.77%	+20.85%	—
2016	+12.17%	+16.45%	—
2015	+1.33%	−0.30%	—
2014	+13.56%	+11.69%	—
2013	+32.39%	+32.88%	—
2012	+15.99%	+11.39%	—
2011	+1.90%	+5.31%	—
2010	+14.78%	—	—

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Drawdowns

Thu 2020-05-21? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
VOO ×	0.00%	−24.52% 2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD ×	−4.75%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−0.89%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund