All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2024-02-22? to Mon 2025-05-05 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.69%
2025-05-05 |
1.708 TR
2025-05-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
−5.10%
2025-05-05 |
1.407 TR
2025-05-05 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
−4.71%
2025-05-05 |
4.72 TR
2025-05-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
+1.59%
2025-05-05 |
2.509 TR
2025-05-05 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| MSTY × |
+25.42%
2025-05-05 |
3.765 TR
2025-05-05 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22? to Mon 2025-05-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+7.72%
+6.40%/yr |
+8.80%/yr
(R2=0.531) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+10.95%
+9.06%/yr |
+11.97%/yr
(R2=0.458) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
+4.11%
+3.42%/yr |
+9.24%/yr
(R2=0.403) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
+13.22%
+10.91%/yr |
+12.81%/yr
(R2=0.704) |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| MSTY × |
+276.50%
+202.09%/yr |
+117.62%/yr
(R2=0.714) |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-02-22? to Mon 2025-05-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2024-02-22 |
$10,772.50
2025-05-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2024-02-22 |
$11,095.47
2025-05-05 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2024-02-22 |
$10,411.41
2025-05-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
$10,000.00
2024-02-22 |
$11,322.37
2025-05-05 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| MSTY × |
$10,000.00
2024-02-22 |
$37,650.26
2025-05-05 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Year | JEPI | JEPQ | SCHD | DIVO | MSTY |
|---|---|---|---|---|---|
| 2025 (YTD) | −0.69% | −5.10% | −4.71% | +1.59% | +25.42% |
| 2024 | +12.59% | +24.89% | +11.66% | +16.22% | +200.20% |
| 2023 | +9.82% | +36.27% | +4.54% | +6.95% | — |
| 2022 | −3.49% | −12.89% | −3.26% | −1.46% | — |
| 2021 | +21.53% | — | +29.87% | +22.88% | — |
| 2020 | +18.61% | — | +15.03% | +12.41% | — |
| 2019 | — | — | +27.29% | +24.89% | — |
| 2018 | — | — | −5.56% | −3.18% | — |
| 2017 | — | — | +20.85% | +21.41% | — |
| 2016 | — | — | +16.45% | −0.56% | — |
| 2015 | — | — | −0.30% | — | — |
| 2014 | — | — | +11.69% | — | — |
| 2013 | — | — | +32.88% | — | — |
| 2012 | — | — | +11.39% | — | — |
| 2011 | — | — | +5.31% | — | — |
| Thu 2024-02-22? to Mon 2025-05-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.84% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | −9.28% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × | −11.02% |
−16.13%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × | −3.96% |
−12.12%
2025-04-08 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| MSTY × | −9.11% |
−40.82%
2025-03-10 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||