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

Thu 2020-05-21? to Thu 2026-01-15	YTD Return	TRR Price
SCHD ×	+5.72% 2026-01-15	3.821 TRR 2026-01-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+1.97% 2026-01-15	1.501 TRR 2026-01-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Thu 2026-01-15	Overall Return	Exponential Trendline
SCHD ×	+66.65% +9.45%/yr	+4.05%/yr (R2=0.402)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+50.05% +7.44%/yr	+4.60%/yr (R2=0.688)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Thu 2026-01-15	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$16,664.75 2026-01-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$15,005.14 2026-01-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI
2026 (YTD)	+5.72%	+1.97%
2025	+1.63%	+5.29%
2024	+8.51%	+9.43%
2023	+1.18%	+6.26%
2022	−9.12%	−9.36%
2021	+21.33%	+13.55%
2020	+13.47%	+16.77%
2019	+24.41%	—
2018	−7.33%	—
2017	+18.39%	—
2016	+14.09%	—
2015	−1.02%	—
2014	+10.86%	—
2013	+30.87%	—
2012	+9.49%	—
2011	+5.73%	—

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Drawdowns

Thu 2020-05-21? to Thu 2026-01-15	Current Drawdown	Worst Drawdown
SCHD ×	−0.03%	−21.66% 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