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

Thu 2020-05-21? to Thu 2025-03-20	YTD Return	TRR Price
JEPI ×	−0.59% 2025-03-20	1.389 TRR 2025-03-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ×	+1.05% 2025-03-20	3.593 TRR 2025-03-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Thu 2025-03-20	Overall Return	Exponential Trendline
JEPI ×	+38.94% +7.05%/yr	+4.43%/yr (R2=0.570)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ×	+56.67% +9.74%/yr	+4.42%/yr (R2=0.338)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Thu 2025-03-20	Start Value	End Value
JEPI ×	$10,000.00 2020-05-21	$13,893.74 2025-03-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2020-05-21	$15,667.04 2025-03-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	JEPI	SCHD
2025 (YTD)	−0.59%	+1.05%
2024	+9.44%	+8.51%
2023	+6.26%	+1.15%
2022	−9.35%	−9.12%
2021	+13.55%	+21.36%
2020	+16.76%	+13.46%
2019	—	+24.47%
2018	—	−7.33%
2017	—	+18.37%
2016	—	+14.08%
2015	—	−1.07%
2014	—	+10.86%
2013	—	+30.94%
2012	—	+9.48%
2011	—	+5.73%

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Drawdowns

Thu 2020-05-21? to Thu 2025-03-20	Current Drawdown	Worst Drawdown
JEPI ×	−4.74%	−18.26% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD ×	−5.67%	−21.66% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund