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JPMorgan Equity Premium Income ETFJEPI | AMEX
$58.85-$0.16 | -0.27%
Market Cap:$35.18 B
PE Ratio:25.66
52-Week Range:$51.38 - $59.26
4.3-year Total Return:+71.4%
Dividend Yield (FWD):8.14%
Schwab U.S. Dividend Equity ETFSCHD | AMEX
$84.14$0.05 | 0.06%
Market Cap:$61.19 B
PE Ratio:15.96
52-Week Range:$66.67 - $85.15
4.3-year Total Return:+93.0%
Dividend Yield (FWD):3.91%
4.3-year Total Returns (with DRIP) & Price Chart for JEPI and SCHD
1Y2Y5Y10YAll
1Y2Y5Y10YAll
4.3-year Performance: Total Return (with DRIP), Diviendeds & Portfolio Value:
Projected Future Values & Dividends for JEPI & SCHD
Based on past 4.3 years performance, JEPI had share price CAGR of +2.72%, and dividend CAGR of -2.09%.
During same period SCHD had share price CAGR of +10.50%, and dividend CAGR of +11.85%.
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
$58.95
$84.37
Start Shares
169.64
118.53
After 10 years:
JEPI
SCHD
Final Share Count
211.40
178.74
Dividends Payment
$0.32
$2.52
Annual Dividends
$274
$1,805
Share Price
$75.02
$207.14
Total Dividends
$2,770
$8,651
Final Value
$15,860
$37,025
Estimated Future Returns - JEPI
Estimated Future Returns - SCHD
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.