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

Thu 2020-05-21? to Mon 2024-09-30	YTD Return	TRR Price
SCHD ×	+10.96% 2024-09-30	3.636 TRR 2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+10.31% 2024-09-30	1.409 TRR 2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Mon 2024-09-30	Overall Return	Exponential Trendline
SCHD ×	+58.56% +11.15%/yr	+3.77%/yr (R2=0.222)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+40.85% +8.17%/yr	+3.67%/yr (R2=0.433)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Mon 2024-09-30	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$15,856.31 2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$14,085.21 2024-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI
2024 (YTD)	+10.96%	+10.31%
2023	+1.16%	+6.26%
2022	−9.13%	−9.36%
2021	+21.33%	+13.54%
2020	+13.49%	+16.76%
2019	+24.44%	—
2018	−7.32%	—
2017	+18.34%	—
2016	+14.07%	—
2015	−1.00%	—
2014	+10.84%	—
2013	+30.92%	—
2012	+9.48%	—
2011	+5.72%	—

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Drawdowns

Thu 2020-05-21? to Mon 2024-09-30	Current Drawdown	Worst Drawdown
SCHD ×	0.00%	−21.65% 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