Compare two stocks side-by-side:

JPMorgan Equity Premium Income ETF JEPI | AMEX

$58.20 $0.56 | 0.97%
Market Cap: $38.31 B
PE Ratio: 25.03
52-Week Range: $54.622 - $60.88
4.6-year Total Return: +72.5%
Dividend Yield (FWD): 8.28%

Schwab U.S. Dividend Equity ETF SCHD | AMEX

$27.29 $0.36 | 1.34%
Market Cap: $68.57 B
PE Ratio: 17.67
52-Week Range: $24.97 - $29.72
4.6-year Total Return: +90.7%
Dividend Yield (FWD): 3.88%

4.6-year Total Returns with DRIP & Price Chart for JEPI and SCHD

1Y 2Y 5Y 10Y All
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JEPI vs SCHD Returns

4.6-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 $5,420 $2,584
Last Dividend $0.40177 $0.2645
Estimated Divs $119 / month $185 / quarter
Yield-on-Cost 9.65% 6.27%
End Shares 296.45 (+96.21) 698.94 (+106.52)
Last Shares Price $58.2 $27.29
Total End Value $17,253 $19,074
Total Return +72.5% +90.7%
Comparison start date: May 21, 2020

Dividend Payments & Dividend Yield Curve

Dividend Payments & Yield - JEPI
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JEPI Dividend CAGR:1Y: 2.95%2Y: -18.87%5Y: N/A10Y: N/A
Dividend Payments & Yield - SCHD
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SCHD Dividend CAGR:1Y: 6.90%2Y: 6.21%5Y: 11.24%10Y: 11.18%

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Dividend Safety: Payout & Dividend to Free Cash Flow Ratios

Dividend Payout Ratio - JEPI
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Dividend Payout Ratio - SCHD
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Dividend to Free Cash Flow (FCF) Ratio - JEPI
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Dividend to Free Cash Flow (FCF) Ratio - SCHD
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Price charts for JEPI and SCHD.

Share Price - JEPI
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JEPI Price CAGR:1Y: 6.17%2Y: 3.29%5Y: 3.11%10Y: 1.54%
Share Price - SCHD
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SCHD Price CAGR:1Y: 9.42%2Y: 4.69%5Y: 7.12%10Y: 7.33%

Earnings, Revenue, Net Income, Dividends, Cash & Debt, Shares Outstaning, and other charts:

EPS vs PE Ratio - JEPI
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EPS vs PE Ratio - SCHD
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FCF vs FCF/Share - JEPI
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FCF vs FCF/Share - SCHD
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EPS vs FCF per Share - JEPI
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EPS vs FCF per Share - SCHD
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FCF vs Stock Based Comp - JEPI
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FCF vs Stock Based Comp - SCHD
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Revenue vs Net Income - JEPI
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Revenue vs Net Income - SCHD
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Cash & Debt - JEPI
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Cash & Debt - SCHD
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Revenue - JEPI
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JEPI Revenue CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Revenue - SCHD
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SCHD Revenue CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Earnings Per Share (EPS) - JEPI
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JEPI EPS CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Earnings Per Share (EPS) - SCHD
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SCHD EPS CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Net Income - JEPI
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JEPI Net Income CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Net Income - SCHD
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SCHD Net Income CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EBITDA - JEPI
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JEPI EBITDA CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EBITDA - SCHD
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SCHD EBITDA CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Free Cash Flow - JEPI
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JEPI Free Cash Flow CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Free Cash Flow - SCHD
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SCHD Free Cash Flow CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Free Cash Flow / Share - JEPI
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JEPI Free Cash Flow / Share CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Free Cash Flow / Share - SCHD
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SCHD Free Cash Flow / Share CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Stock-Based Comp - JEPI
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JEPI Stock-Based Comp CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Stock-Based Comp - SCHD
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SCHD Stock-Based Comp CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Expenses - JEPI
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JEPI Expenses CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Expenses - SCHD
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SCHD Expenses CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Dividends - JEPI
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JEPI Dividend CAGR:1Y: 2.95%2Y: -18.87%5Y: N/A10Y: N/A
Dividends - SCHD
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SCHD Dividend CAGR:1Y: 6.90%2Y: 6.21%5Y: 11.24%10Y: 11.18%
Shares Outstanding - JEPI
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JEPI Shares Outstanding CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Shares Outstanding - SCHD
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SCHD Shares Outstanding CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A

Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:

REVENUE: Actual + Estimates - JEPI
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JEPI Actual Revenue CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
REVENUE: Actual + Estimates - SCHD
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SCHD Actual Revenue CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EPS: Actual + Estimates - JEPI
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JEPI Actual EPS CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EPS: Actual + Estimates - SCHD
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SCHD Actual EPS CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
NET INCOME: Actual + Estimates - JEPI
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JEPI Actual Net Income CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
NET INCOME: Actual + Estimates - SCHD
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SCHD Actual Net Income CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EBITDA: Actual + Estimates - JEPI
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JEPI Actual EBITDA CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
EBITDA: Actual + Estimates - SCHD
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SCHD Actual EBITDA CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A

Ratios, Profit Margins & Return on Capital:

Net Profit Margin - JEPI
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Net Profit Margin CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Net Profit Margin - SCHD
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Net Profit Margin CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Gross Profit Margin - JEPI
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Gross Profit Margin CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Gross Profit Margin - SCHD
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Gross Profit Margin CAGR:1Y: N/A2Y: N/A5Y: N/A10Y: N/A
Price to Earnings - JEPI
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Price to Earnings - SCHD
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Price To Sales Ratio - JEPI
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Price To Sales Ratio - SCHD
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Return on Capital Employed - JEPI
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Return on Capital Employed - SCHD
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Return on Invested Capital - JEPI
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Return on Invested Capital - SCHD
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Projected Future Values & Dividends for JEPI & SCHD

Based on past 4.6 years performance, JEPI had share price CAGR of +1.19%, and dividend CAGR of -2.05%.

During same period SCHD had share price CAGR of +6.55%, and dividend CAGR of +11.18%.

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:

JEPISCHD
Start Value$10,000$10,000
Start Share Price$58.20$27.29
Start Shares171.82366.43
  
After 10 years:JEPISCHD
Final Share Count218.18586.32
Dividends Payment$0.33$0.76
Annual Dividends$285$1,790
Share Price$64.74$48.32
Total Dividends$2,845$8,496
Final Value$14,125$28,332

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.