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

Thu 2020-05-21? to Mon 2025-02-10	YTD Return	TRR Price
SCHD ×	+0.99% 2025-02-10	3.592 TRR 2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+2.96% 2025-02-10	1.439 TRR 2025-02-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	+2.58% 2025-02-10	7.085 TRR 2025-02-10
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Mon 2025-02-10	Overall Return	Exponential Trendline
SCHD ×	+56.65% +9.96%/yr	+4.36%/yr (R2=0.317)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+43.88% +8.00%/yr	+4.33%/yr (R2=0.545)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	+99.86% +15.78%/yr	+7.38%/yr (R2=0.300)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Mon 2025-02-10	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$15,664.97 2025-02-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$14,387.63 2025-02-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2020-05-21	$19,986.06 2025-02-10
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	SCHG
2025 (YTD)	+0.99%	+2.96%	+2.58%
2024	+8.55%	+9.42%	+31.21%
2023	+1.16%	+6.26%	+45.16%
2022	−9.14%	−9.35%	−35.92%
2021	+21.33%	+13.56%	+19.70%
2020	+13.48%	+16.75%	+37.30%
2019	+24.45%	—	+32.89%
2018	−7.34%	—	−3.14%
2017	+18.33%	—	+25.36%
2016	+14.13%	—	+4.65%
2015	−1.08%	—	+2.50%
2014	+10.87%	—	+14.93%
2013	+30.93%	—	+32.05%
2012	+9.49%	—	+14.89%
2011	+5.72%	—	−3.59%
2010	—	—	+15.11%
2009	—	—	+2.82%

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Drawdowns

Thu 2020-05-21? to Mon 2025-02-10	Current Drawdown	Worst Drawdown
SCHD ×	−5.72%	−21.68% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−1.35%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	−1.78%	−38.91% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund