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

Total Real Returns

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

Tue 2022-08-30? to Tue 2025-09-23 YTD
Return
TRR
Price
JEPI
×
+1.68%
2025-09-23
1.421 TRR
2025-09-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD
×
−0.62%
2025-09-23
3.534 TRR
2025-09-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+9.09%
2025-09-23
1.404 TRR
2025-09-23
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
+10.22%
2025-09-23
2.082 TRR
2025-09-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Tue 2025-09-23 Overall
Return
Exponential
Trendline
JEPI
×
+21.61%
+6.59%/yr
+7.84%/yr
(R2=0.859)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD
×
+14.69%
+4.57%/yr
+6.22%/yr
(R2=0.589)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
+40.40%
+11.70%/yr
+12.59%/yr
(R2=0.925)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
+34.63%
+10.18%/yr
+10.27%/yr
(R2=0.884)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Tue 2025-09-23 Start
Value
End
Value
JEPI
×
$10,000.00
2022-08-30
$12,160.89
2025-09-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2022-08-30
$11,469.23
2025-09-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$14,040.05
2025-09-23
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2022-08-30
$13,462.59
2025-09-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI SCHD SPYI DIVO
2025 (YTD) +1.68% −0.62% +9.09% +10.22%
2024 +9.44% +8.50% +15.70% +12.97%
2023 +6.26% +1.15% +14.26% +3.48%
2022 −9.35% −9.12% −2.64% −7.43%
2021 +13.53% +21.33% +14.79%
2020 +16.78% +13.50% +10.90%
2019 +24.43% +22.11%
2018 −7.35% −4.99%
2017 +18.35% +18.90%
2016 +14.12% −0.56%
2015 −1.00%
2014 +10.81%
2013 +30.90%
2012 +9.50%
2011 +5.73%

Drawdowns

Tue 2022-08-30? to Tue 2025-09-23 Current
Drawdown
Worst
Drawdown
JEPI
×
−2.57% −14.47%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD
×
−7.24% −17.33%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI
×
−0.25% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
DIVO
×
0.00% −13.06%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund