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

Thu 2020-05-21? to Wed 2026-04-01	YTD Return	TRR Price
SCHD ×	+10.99% 2026-04-01	4.011 TRR 2026-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−1.35% 2026-04-01	1.452 TRR 2026-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Wed 2026-04-01	Overall Return	Exponential Trendline
SCHD ×	+74.94% +10.01%/yr	+4.43%/yr (R2=0.458)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+45.16% +6.56%/yr	+4.74%/yr (R2=0.718)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Wed 2026-04-01	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$17,494.27 2026-04-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$14,516.21 2026-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI
2026 (YTD)	+10.99%	−1.35%
2025	+1.63%	+5.28%
2024	+8.50%	+9.43%
2023	+1.18%	+6.27%
2022	−9.14%	−9.36%
2021	+21.34%	+13.56%
2020	+13.45%	+16.75%
2019	+24.45%	—
2018	−7.32%	—
2017	+18.36%	—
2016	+14.07%	—
2015	−1.02%	—
2014	+10.84%	—
2013	+30.92%	—
2012	+9.50%	—
2011	+5.73%	—

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Drawdowns

Thu 2020-05-21? to Wed 2026-04-01	Current Drawdown	Worst Drawdown
SCHD ×	−3.63%	−21.67% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−5.48%	−18.26% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund