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 Fri 2026-05-01? YTD
Return
TR
Price
JEPI
×
+1.99%
2026-05-01
1.897 TR
2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+5.07%
2026-05-01
1.795 TR
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+15.96%
2026-05-01
6.054 TR
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+4.20%
2026-05-01
2.959 TR
2026-05-01
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
+7.05%
2026-05-01
1.473 TR
2026-05-01
Roundhill Innovation-100 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
−11.27%
2026-05-01
0.9589 TR
2026-05-01
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
+6.89%
2026-05-01
4.104 TR
2026-05-01
YieldMax NVDA Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2026-05-01? Overall
Return
Exponential
Trendline
JEPI
×
+18.16%
+8.07%/yr
+8.31%/yr
(R2=0.817)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+39.11%
+16.60%/yr
+15.96%/yr
(R2=0.848)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+31.91%
+13.75%/yr
+9.20%/yr
(R2=0.595)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+33.43%
+14.36%/yr
+14.76%/yr
(R2=0.926)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
+47.28%
+19.74%/yr
+18.58%/yr
(R2=0.811)
Roundhill Innovation-100 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
+2.54%
+1.17%/yr
+12.67%/yr
(R2=0.124)
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
+88.36%
+34.26%/yr
+31.56%/yr
(R2=0.747)
YieldMax NVDA Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2026-05-01? Start
Value
End
Value
JEPI
×
$10,000.00
2024-03-07
$11,816.08
2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-03-07
$13,910.75
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2024-03-07
$13,190.80
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2024-03-07
$13,343.24
2026-05-01
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$14,728.12
2026-05-01
Roundhill Innovation-100 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
$10,000.00
2024-03-07
$10,253.77
2026-05-01
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
$10,000.00
2024-03-07
$18,836.12
2026-05-01
YieldMax NVDA Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ SCHD DIVO QDTE BITO NVDY
2026 (YTD) +1.99% +5.07% +15.96% +4.20% +7.05% −11.27% +6.89%
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 Fri 2026-05-01? Current
Drawdown
Worst
Drawdown
JEPI
×
−3.08% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
0.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−0.65% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
−2.07% −12.12%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
0.00% −22.86%
2025-04-21
Roundhill Innovation-100 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
−38.81% −50.05%
2026-02-05
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
NVDY
×
−6.67% −34.09%
2025-04-04
YieldMax NVDA Option Income Strategy ETF Exchange-Traded Fund