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

Thu 2020-05-21? to Tue 2024-11-05	YTD Return	TRR Price
SCHD ×	+11.56% 2024-11-05	3.655 TRR 2024-11-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+10.34% 2024-11-05	1.409 TRR 2024-11-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	+24.13% 2024-11-05	6.536 TRR 2024-11-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Tue 2024-11-05	Overall Return	Exponential Trendline
SCHD ×	+59.44% +11.03%/yr	+3.98%/yr (R2=0.252)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+40.93% +8.00%/yr	+3.89%/yr (R2=0.469)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	+84.38% +14.70%/yr	+5.64%/yr (R2=0.198)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Tue 2024-11-05	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$15,943.82 2024-11-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$14,092.87 2024-11-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2020-05-21	$18,437.94 2024-11-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	SCHG
2024 (YTD)	+11.56%	+10.34%	+24.13%
2023	+1.15%	+6.27%	+45.19%
2022	−9.14%	−9.35%	−35.91%
2021	+21.35%	+13.55%	+19.65%
2020	+13.48%	+16.75%	+37.33%
2019	+24.46%	—	+32.92%
2018	−7.34%	—	−3.23%
2017	+18.33%	—	+25.45%
2016	+14.10%	—	+4.66%
2015	−1.00%	—	+2.48%
2014	+10.79%	—	+14.94%
2013	+30.95%	—	+32.06%
2012	+9.49%	—	+14.88%
2011	+5.73%	—	−3.59%
2010	—	—	+15.12%
2009	—	—	+2.82%

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Drawdowns

Thu 2020-05-21? to Tue 2024-11-05	Current Drawdown	Worst Drawdown
SCHD ×	−1.63%	−21.66% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−1.19%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SCHG ×	−1.45%	−38.93% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund