SCHD vs JEPI – Compare 2 Popular Dividend ETFs

Compare the 10-year performance and dividend income and total return of two leading dividend ETFs: JEPI and SCHD.

Schwab U.S. Dividend Equity ETF SCHD | AMEX

$34.13 $0.14 | 0.41%

6.3 Year Returns (with DRIP): 150.4%

Dividend (Quarterly): $0.25

Dividend Yield (FWD): 2.97%

JPMorgan Equity Premium Income ETF JEPI | AMEX

$56.63 $0.37 | 0.66%

6.3 Year Returns (with DRIP): 91.1%

Dividend (Monthly): $0.37

Dividend Yield (FWD): 7.86%

6.3 years returns for SCHD & JEPI - dividends, price growth and total returns:

Stats below compares the performance of a $10,000 investment into each company 6.3 years ago, with dividends being automatically reinvested (DRIP) on the payout day, with no additional investments.

Here is a chart comparing the 6.3-year total returns of SCHD and JEPI, shown side-by-side. These total return figures take into account dividend reinvestment and represent the value of all shares owned at each respective point in time.

Estimate Dividend Snowball and total future returns for SCHD and JEPI with our dividend (DRIP) calculator.

Schwab U.S. Dividend Equity ETF (SCHD) and JPMorgan Equity Premium Income ETF (JEPI) are two exchange-traded funds, both listed on AMEX. SCHD is roughly 2.2x JEPI's size — a $97.7B market cap against $44.2B. On price, SCHD has been the faster grower — a 9.26%/yr CAGR over its last 10 years of trading versus 1.08%/yr for JEPI over 6.3 years. The numbers on this page — total returns of a $10,000 dividend-reinvested (DRIP) position, price history, dividend growth and long-run CAGR — come straight from our market data.

SCHD vs JEPI at a glance

Over the past 6.3 years, SCHD delivered the stronger run: a $10,000 position with dividends reinvested grew to $25,042, a 150.4% total return — a clear step ahead of the same $10,000 in JEPI, which reached $19,106 (91.1%). That is a 59.3-point spread, measured, not projected.

On the dividend side, SCHD pays $0.25 quarterly — a 2.97% yield at today's $34.13 price — while JEPI pays $0.37 monthly for a 7.86% yield at $56.63. Over the window, the $10,000 position collected $3,591 in SCHD dividends against $7,750 from JEPI. SCHD's payout compounded 9.22%/yr over the stretch, while JEPI's shrank 3.2%/yr.

The two also run different payment schedules — SCHD pays quarterly, JEPI monthly. Every figure in this comparison is computed from DRIPCalc's own price and dividend history for SCHD and JEPI — the same data behind every chart and calculator on this page.

Compare Earnings, Free Cash Flow, Dividend Payout Ratios and other metrics for SCHD vs JEPI — or open each ticker's full history: SCHD, JEPI.

Here are 5 year price charts for SCHD & JEPI:

In the span of 6.3 years, the price of SCHD climbed 102%, from $16.88 to $34.13. Over its last 10 years of trading, SCHD's price has compounded at a 9.26% CAGR.

In the span of 6.3 years, the price of JEPI climbed 13%, from $49.93 to $56.63 — a compound annual growth rate (CAGR) of 1.08%.

Dividend payments and yield graphs for SCHD & JEPI:

The 6.3-year window opened with SCHD paying $0.25 per share; the latest payment is $0.25 — a dividend CAGR of 9.22%. JEPI went from $0.39 to $0.37 over the same stretch, a -3.2% CAGR.

Expanded Chart

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Charts above show historic dividend payments for each company, with the Dividend Yield curve overlaying the payments and the Dividend CAGR for the last 1, 2, 5 and 10 years. A rising yield curve means the price was cheap relative to the dividend at those payment dates; a sloping-down curve means the stock was getting more expensive relative to its dividends.

Based on SCHD's 6.3-year CAGR, it would take 7.81 years to double your dividend yield-on-cost.
JEPI's dividend has been SHRINKING 3.2% per year over the last 6.3 years — your yield-on-cost would fall, not double.

Rule of 72: divide 72 by a growth rate to approximate the years it takes to double — the doubling times above come straight from each dividend CAGR on this page. One caution: extreme double-digit yields have historically often preceded dividend cuts.

Investing $10,000 in SCHD & JEPI today: Estimated Future Return & Dividends:

Looking across up to ten years of history, SCHD achieved a share price compound annual growth rate (CAGR) of 9.26%, accompanied by a dividend CAGR of 9.22%.

By the same measure, JEPI recorded a share price CAGR of 1.08%, along with a dividend CAGR of -3.2%.

How a $10,000 investment could perform based on these historic CAGR numbers:

If you invest $10000 today into one of these companies, applying these CAGR figures forecasts the 10-year path of your initial investment, assuming dividends are continuously reinvested (DRIP), as detailed below:

And here is how your $10,000 investment into Schwab U.S. Dividend Equity ETF or JPMorgan Equity Premium Income ETF could perform based on the CAGR figures above, represented on a graph - a Dividend DRIP Snowball:

Try our dividend DRIP calculator: SCHD or JEPI - estimate your returns and dividend income!

Using our dividend calculator, you can customize initial investment, projected Dividend & Price growth rate, additional investment amount and frequency, to fit your investing style and goals.

The figures above are projections built on each stock's historical Dividend and Price CAGR under a DRIP assumption — estimations only, and actual returns will vary.

SCHD vs JEPI: quick answers