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

Total Real Returns

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

×
Thu 2020-12-31 to Mon 2025-05-12 YTD
Return 		TRR
Price
JEPI × 		−1.25%
2025-05-12 		1.38 TRR
2025-05-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD × 		−3.93%
2025-05-12 		3.417 TRR
2025-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

JEPI,SCHD - Total Real Return Chart
Date
--
JEPI
--
JEPI (Trendline)
--
SCHD
--
SCHD (Trendline)
--
Thu 2020-12-31 to Mon 2025-05-12 Overall
Return 		Exponential
Trendline
JEPI × 		+18.20%
+3.91%/yr 		+3.24%/yr
(R2=0.402)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD × 		+16.28%
+3.52%/yr 		+1.35%/yr
(R2=0.072)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-12-31 to Mon 2025-05-12 Start
Value 		End
Value
JEPI × 		$10,000.00
2020-12-31 		$11,819.90
2025-05-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD × 		$10,000.00
2020-12-31 		$11,627.80
2025-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year JEPI SCHD
2025 (YTD) −1.25% −3.93%
2024 +9.42% +8.52%
2023 +6.28% +1.16%
2022 −9.36% −9.14%
2021 +13.55% +21.34%
2020 +16.75% +13.48%
2019 — +24.49%
2018 — −7.37%
2017 — +18.40%
2016 — +14.07%
2015 — −1.00%
2014 — +10.84%
2013 — +30.88%
2012 — +9.50%
2011 — +5.73%

Drawdowns

JEPI,SCHD - Total Real Return Drawdowns Chart
Date
--
JEPI
--
SCHD
--
Thu 2020-12-31 to Mon 2025-05-12 Current
Drawdown 		Worst
Drawdown
JEPI × 		−5.37% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD × 		−10.32% −21.64%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund