All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DGRO,JEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2020-05-21? to Mon 2025-02-10 YTD
Return
TRR
Price
DGRO
×
+3.27%
2025-02-10
2.482 TRR
2025-02-10
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI
×
+2.96%
2025-02-10
1.439 TRR
2025-02-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Mon 2025-02-10 Overall
Return
Exponential
Trendline
DGRO
×
+59.23%
+10.35%/yr
+4.76%/yr
(R2=0.408)
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI
×
+43.88%
+8.00%/yr
+4.33%/yr
(R2=0.545)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Mon 2025-02-10 Start
Value
End
Value
DGRO
×
$10,000.00
2020-05-21
$15,923.33
2025-02-10
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$14,387.63
2025-02-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year DGRO JEPI
2025 (YTD) +3.27% +2.96%
2024 +13.35% +9.42%
2023 +6.89% +6.26%
2022 −13.50% −9.35%
2021 +18.32% +13.56%
2020 +8.03% +16.75%
2019 +26.98%
2018 −4.21%
2017 +20.48%
2016 +12.85%
2015 −1.42%
2014 +10.08%

Drawdowns

Thu 2020-05-21? to Mon 2025-02-10 Current
Drawdown
Worst
Drawdown
DGRO
×
−1.90% −24.14%
2022-10-12
iShares Core Dividend Growth ETF Exchange-Traded Fund
JEPI
×
−1.35% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund