JPMorgan Equity Premium Income ETF JEPI | AMEX
Schwab U.S. Dividend Equity ETF SCHD | AMEX
4.9-year Total Returns with DRIP & Price Chart for JEPI and SCHD
JEPI vs SCHD Returns
4.9-year Performance: Total Return (with DRIP), Diviendeds & Portfolio Value:
| JEPI | SCHD | |
|---|---|---|
| Initial Balance | $10,000 | $10,000 |
| Initial Price | $49.94 | $16.88 |
| Initial Shares | 200.24 | 592.42 |
| Total Dividends | $5,856 | $2,758 |
| Last Dividend | $0.40794 | $0.2488 |
| Estimated Divs | $124 / month | $175 / quarter |
| Yield-on-Cost | 9.8% | 5.9% |
| End Shares | 304.03 (+103.79) | 705.15 (+112.73) |
| Last Shares Price | $54.82 | $25.71 |
| Total End Value | $16,667 | $18,130 |
| Total Return | +66.7% | +81.3% |
| Comparison start date: May 21, 2020 | ||
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Dividend Safety: Payout & Dividend to Free Cash Flow Ratios
Price charts for JEPI and SCHD.
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Projected Future Values & Dividends for JEPI & SCHD
Based on past 4.9 years performance, JEPI had share price CAGR of +0.94%, and dividend CAGR of +0.65%.
During same period SCHD had share price CAGR of +6.81%, and dividend CAGR of +10.70%.
Using these CAGR metrics, we can estimate that your initial $10,000 investment from 10 years ago, with dividends being reinvested (DRIP), should grow and collect dividends as follows:
| JEPI | SCHD | |
|---|---|---|
| Start Value | $10,000 | $10,000 |
| Start Share Price | $54.82 | $25.71 |
| Start Shares | 182.42 | 388.95 |
| After 10 years: | JEPI | SCHD |
| Final Share Count | 244.46 | 612.84 |
| Dividends Payment | $0.44 | $0.69 |
| Annual Dividends | $425 | $1,686 |
| Share Price | $59.62 | $46.50 |
| Total Dividends | $3,556 | $8,226 |
| Final Value | $14,574 | $28,496 |
Estimate Dividend Snowball and total future returns for JEPI and SCHD with our dividend (DRIP) calculator.
Above numbers are merely projections based on Dividend and Price CAGR for each stock, and should only be considered as 'potential future returns'! These numbers assume DRIP (reinvesting dividends).
We cannot guarantee that your actual returns will meet these metrics.
JEPI ETF/Company Info
JPMorgan Equity Premium Income ETF (JEPI) had its IPO on 2020-05-21, and is trader on AMEX stock exchange.
About JEPI:
The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
JEPI website: not available
.SCHD ETF/Company Info
Schwab U.S. Dividend Equity ETF (SCHD) had its IPO on 2011-10-20, and is trader on AMEX stock exchange.
About SCHD:
To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund invests at least 90% of its net assets in these stocks.
SCHD website: not available
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