All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2023-09-28? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+1.11%
2026-05-22 |
+9.81%
2026-05-22 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × |
+10.42%
2026-05-22 |
+27.72%
2026-05-22 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| QDPL × |
+9.29%
2026-05-22 |
+27.82%
2026-05-22 |
||||
| Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund | ||||||
| DIVO × |
+5.43%
2026-05-22 |
+17.63%
2026-05-22 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-09-28? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+29.56%
+10.28%/yr |
+9.76%/yr
(R2=0.879) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × |
+69.53%
+22.06%/yr |
+17.41%/yr
(R2=0.909) |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| QDPL × |
+72.67%
+22.91%/yr |
+18.43%/yr
(R2=0.911) |
||||
| Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund | ||||||
| DIVO × |
+49.02%
+16.26%/yr |
+16.04%/yr
(R2=0.951) |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-09-28? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2023-09-28 |
$12,956.37
2026-05-22 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × |
$10,000.00
2023-09-28 |
$16,952.88
2026-05-22 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| QDPL × |
$10,000.00
2023-09-28 |
$17,266.52
2026-05-22 |
||||
| Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund | ||||||
| DIVO × |
$10,000.00
2023-09-28 |
$14,901.77
2026-05-22 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Year | JEPI | BALI | QDPL | DIVO |
|---|---|---|---|---|
| 2026 (YTD) | +1.11% | +10.42% | +9.29% | +5.43% |
| 2025 | +8.10% | +14.52% | +16.52% | +14.96% |
| 2024 | +12.59% | +22.41% | +22.83% | +16.22% |
| 2023 | +9.83% | +9.52% | +23.66% | +6.95% |
| 2022 | −3.49% | — | −16.25% | −1.46% |
| 2021 | +21.53% | — | +8.32% | +22.88% |
| 2020 | +18.61% | — | — | +12.41% |
| 2019 | — | — | — | +24.90% |
| 2018 | — | — | — | −3.18% |
| 2017 | — | — | — | +21.41% |
| 2016 | — | — | — | −0.56% |
| Thu 2023-09-28? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−3.92%
from 2026-02-27 peak |
−13.26%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × | — |
−16.65%
2025-04-08 from 2024-12-05 peak |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| QDPL × | — |
−17.75%
2025-04-08 from 2025-02-19 peak |
||||
| Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund | ||||||
| DIVO × |
−0.91%
from 2026-02-09 peak |
−12.12%
2025-04-08 from 2025-02-13 peak |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × | +9.81% |
+15.51% +7.48%/yr |
+30.27% +9.21%/yr |
+44.66% +7.66%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × | +27.72% |
+39.91% +18.30%/yr |
— | — | — | |
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| QDPL × | +27.82% |
+40.66% +18.62%/yr |
+77.41% +21.05%/yr |
— | — | |
| Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund | ||||||
| DIVO × | +17.63% |
+30.04% +14.05%/yr |
+51.52% +14.85%/yr |
+63.23% +10.29%/yr |
— | |
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||