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

Thu 2020-05-21? to Tue 2026-05-12	YTD Return	TRR Price
SCHD ×	+13.48% 2026-05-12	4.101 TRR 2026-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−2.17% 2026-05-12	1.439 TRR 2026-05-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Tue 2026-05-12	Overall Return	Exponential Trendline
SCHD ×	+78.86% +10.22%/yr	+4.59%/yr (R2=0.484)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+43.93% +6.29%/yr	+4.75%/yr (R2=0.730)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Tue 2026-05-12	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$17,886.13 2026-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$14,393.16 2026-05-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI
2026 (YTD)	+13.48%	−2.17%
2025	+1.62%	+5.28%
2024	+8.53%	+9.43%
2023	+1.16%	+6.27%
2022	−9.13%	−9.35%
2021	+21.34%	+13.54%
2020	+13.48%	+16.76%
2019	+24.45%	—
2018	−7.33%	—
2017	+18.35%	—
2016	+14.09%	—
2015	−1.02%	—
2014	+10.85%	—
2013	+30.91%	—
2012	+9.50%	—
2011	+5.72%	—

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Drawdowns

Thu 2020-05-21? to Tue 2026-05-12	Current Drawdown	Worst Drawdown
SCHD ×	−1.41%	−21.66% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−6.27%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Rolling Returns

Period ending Tue 2026-05-12	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+20.19%/yr +20.18% total	+10.40%/yr +21.93% total	+11.47%/yr +38.52% total	+3.95%/yr +21.37% total	+9.00%/yr +136.81% total
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+4.43%/yr +4.42% total	+4.16%/yr +8.51% total	+5.79%/yr +18.39% total	+3.30%/yr +17.61% total	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund