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

Thu 2020-05-21? to Thu 2025-04-03	YTD Return	TRR Price
SCHD ×	−2.59% 2025-04-03	3.464 TRR 2025-04-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−3.58% 2025-04-03	1.348 TRR 2025-04-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Thu 2025-04-03	Overall Return	Exponential Trendline
SCHD ×	+51.10% +8.85%/yr	+4.43%/yr (R2=0.345)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+34.76% +6.32%/yr	+4.44%/yr (R2=0.577)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Thu 2025-04-03	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$15,110.23 2025-04-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$13,475.71 2025-04-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI
2025 (YTD)	−2.59%	−3.58%
2024	+8.50%	+9.44%
2023	+1.16%	+6.26%
2022	−9.12%	−9.35%
2021	+21.35%	+13.55%
2020	+13.46%	+16.77%
2019	+24.49%	—
2018	−7.33%	—
2017	+18.31%	—
2016	+14.11%	—
2015	−1.00%	—
2014	+10.86%	—
2013	+30.85%	—
2012	+9.50%	—
2011	+5.73%	—

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Drawdowns

Thu 2020-05-21? to Thu 2025-04-03	Current Drawdown	Worst Drawdown
SCHD ×	−9.08%	−21.68% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−7.61%	−18.28% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund