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 Fri 2025-05-23 YTD
Return 		TRR
Price
JEPI × 		−2.60%
2025-05-23 		1.361 TRR
2025-05-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD × 		−6.06%
2025-05-23 		3.341 TRR
2025-05-23
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 Fri 2025-05-23 Overall
Return 		Exponential
Trendline
JEPI × 		+16.59%
+3.56%/yr 		+3.26%/yr
(R2=0.409)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD × 		+13.70%
+2.97%/yr 		+1.35%/yr
(R2=0.073)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-12-31 to Fri 2025-05-23 Start
Value 		End
Value
JEPI × 		$10,000.00
2020-12-31 		$11,658.97
2025-05-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD × 		$10,000.00
2020-12-31 		$11,370.22
2025-05-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year JEPI SCHD
2025 (YTD) −2.60% −6.06%
2024 +9.45% +8.55%
2023 +6.26% +1.16%
2022 −9.36% −9.16%
2021 +13.54% +21.34%
2020 +16.74% +13.51%
2019 — +24.44%
2018 — −7.36%
2017 — +18.37%
2016 — +14.04%
2015 — −1.00%
2014 — +10.90%
2013 — +30.87%
2012 — +9.50%
2011 — +5.72%

Drawdowns

JEPI,SCHD - Total Real Return Drawdowns Chart
Date
--
JEPI
--
SCHD
--
Thu 2020-12-31 to Fri 2025-05-23 Current
Drawdown 		Worst
Drawdown
JEPI × 		−6.66% −18.27%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHD × 		−12.33% −21.63%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund