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 Mon 2025-08-04 YTD
Return
TR
Price
JEPI
×
+2.77%
2025-08-04
1.768 TR
2025-08-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+3.71%
2025-08-04
1.538 TR
2025-08-04
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−0.76%
2025-08-04
4.916 TR
2025-08-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+8.99%
2025-08-04
2.692 TR
2025-08-04
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
+7.33%
2025-08-04
1.246 TR
2025-08-04
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
+18.59%
2025-08-04
1.442 TR
2025-08-04
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
+19.87%
2025-08-04
3.647 TR
2025-08-04
Tidal Trust II Exchange-Traded Fund

Returns

Thu 2024-03-07? to Mon 2025-08-04 Overall
Return
Exponential
Trendline
JEPI
×
+10.14%
+7.09%/yr
+7.27%/yr
(R2=0.537)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+19.21%
+13.27%/yr
+10.93%/yr
(R2=0.522)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+7.12%
+5.00%/yr
+5.44%/yr
(R2=0.240)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+21.40%
+14.75%/yr
+12.42%/yr
(R2=0.775)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
+24.59%
+16.87%/yr
+13.59%/yr
(R2=0.466)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
+54.16%
+35.93%/yr
+50.36%/yr
(R2=0.638)
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
+67.37%
+44.09%/yr
+22.81%/yr
(R2=0.357)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Mon 2025-08-04 Start
Value
End
Value
JEPI
×
$10,000.00
2024-03-07
$11,014.41
2025-08-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-03-07
$11,920.53
2025-08-04
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2024-03-07
$10,711.53
2025-08-04
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2024-03-07
$12,140.39
2025-08-04
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$12,458.95
2025-08-04
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
$10,000.00
2024-03-07
$15,416.44
2025-08-04
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
$10,000.00
2024-03-07
$16,737.24
2025-08-04
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ SCHD DIVO QDTE BITO NVDY
2025 (YTD) +2.77% +3.71% −0.76% +8.99% +7.33% +18.59% +19.87%
2024 +12.59% +24.89% +11.66% +16.22% +16.08% +105.98% +114.23%
2023 +9.83% +36.26% +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 Mon 2025-08-04 Current
Drawdown
Worst
Drawdown
JEPI
×
−1.53% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−0.85% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−7.33% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
−0.66% −12.12%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
−0.64% −22.86%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
−4.66% −29.82%
2025-04-08
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
0.00% −34.09%
2025-04-04
Tidal Trust II Exchange-Traded Fund