All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

JEPI,JEPQ,SCHD,DIVO,QDTE,BITO,NVDY: Total Return Chart (with Dividends Reinvested)

Thu 2024-03-07? to Thu 2026-04-02 YTD
Return
TR
Price
JEPI
×
+0.53%
2026-04-02
1.87 TR
2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−1.76%
2026-04-02
1.678 TR
2026-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+12.35%
2026-04-02
5.807 TR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+2.35%
2026-04-02
2.906 TR
2026-04-02
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
−5.00%
2026-04-02
1.307 TR
2026-04-02
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
−24.03%
2026-04-02
0.8211 TR
2026-04-02
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
−0.42%
2026-04-02
3.823 TR
2026-04-02
YieldMax NVDA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
JEPI
×
+16.48%
+7.65%/yr
+8.30%/yr
(R2=0.799)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+30.07%
+13.54%/yr
+15.80%/yr
(R2=0.831)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+26.53%
+12.04%/yr
+8.37%/yr
(R2=0.547)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+31.07%
+13.96%/yr
+14.91%/yr
(R2=0.920)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
+30.71%
+13.81%/yr
+18.56%/yr
(R2=0.795)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
−12.20%
−6.09%/yr
+16.37%/yr
(R2=0.183)
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
+75.47%
+31.21%/yr
+31.43%/yr
(R2=0.724)
YieldMax NVDA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Thu 2026-04-02 Start
Value
End
Value
JEPI
×
$10,000.00
2024-03-07
$11,647.89
2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-03-07
$13,006.95
2026-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2024-03-07
$12,652.57
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2024-03-07
$13,106.58
2026-04-02
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$13,071.27
2026-04-02
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
$10,000.00
2024-03-07
$8,779.96
2026-04-02
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
$10,000.00
2024-03-07
$17,546.70
2026-04-02
YieldMax NVDA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ SCHD DIVO QDTE BITO NVDY
2026 (YTD) +0.53% −1.76% +12.35% +2.35% −5.00% −24.03% −0.42%
2025 +8.10% +15.19% +4.34% +14.96% +18.52% −11.10% +26.20%
2024 +12.59% +24.89% +11.66% +16.22% +16.09% +105.98% +114.23%
2023 +9.83% +36.28% +4.54% +6.95% +137.33% +42.01%
2022 −3.49% −12.89% −3.26% −1.46% −63.91%
2021 +21.53% +29.87% +22.88% −31.09%
2020 +18.61% +15.03% +12.41%
2019 +27.29% +24.90%
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%

Drawdowns

Thu 2024-03-07? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.46% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−4.77% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−3.27% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
−3.81% −12.12%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
−7.96% −22.86%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
−47.60% −50.05%
2026-02-05
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
−7.83% −34.09%
2025-04-04
YieldMax NVDA Option Income Strategy ETF Exchange-Traded Fund