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

Total Real Returns

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

Thu 2020-05-21? to Mon 2024-09-30 YTD
Return
TRR
Price
DIVO
×
+13.63%
2024-09-30
1.9 TRR
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+10.96%
2024-09-30
3.636 TRR
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+10.31%
2024-09-30
1.409 TRR
2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
DIVO
×
+49.78%
+9.71%/yr
+4.16%/yr
(R2=0.441)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+58.56%
+11.15%/yr
+3.77%/yr
(R2=0.222)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+40.85%
+8.17%/yr
+3.67%/yr
(R2=0.433)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Mon 2024-09-30 Start
Value
End
Value
DIVO
×
$10,000.00
2020-05-21
$14,978.18
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2020-05-21
$15,856.31
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$14,085.21
2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year DIVO SCHD JEPI
2024 (YTD) +13.63% +10.96% +10.31%
2023 +3.48% +1.16% +6.26%
2022 −7.45% −9.13% −9.36%
2021 +14.80% +21.33% +13.54%
2020 +10.90% +13.49% +16.76%
2019 +22.09% +24.44%
2018 −4.99% −7.32%
2017 +18.93% +18.34%
2016 −0.60% +14.07%
2015 −1.00%
2014 +10.84%
2013 +30.92%
2012 +9.48%
2011 +5.72%

Drawdowns

Thu 2020-05-21? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
DIVO
×
0.00% −18.71%
2022-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
0.00% −21.65%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
0.00% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund