All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2024-03-07? 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 | ||||||
| QDTE × |
−9.09%
2025-05-05 |
1.055 TR
2025-05-05 |
||||
| Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy 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 2024-03-07? to Mon 2025-05-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+6.44%
+5.53%/yr |
+8.69%/yr
(R2=0.500) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+9.07%
+7.77%/yr |
+11.66%/yr
(R2=0.422) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
+2.84%
+2.45%/yr |
+8.91%/yr
(R2=0.365) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
+13.16%
+11.24%/yr |
+12.54%/yr
(R2=0.676) |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| QDTE × |
+5.53%
+4.74%/yr |
+13.95%/yr
(R2=0.357) |
||||
| Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| MSTY × |
+152.02%
+121.72%/yr |
+108.69%/yr
(R2=0.688) |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Thu 2024-03-07? to Mon 2025-05-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2024-03-07 |
$10,644.33
2025-05-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2024-03-07 |
$10,907.16
2025-05-05 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2024-03-07 |
$10,284.50
2025-05-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| DIVO × |
$10,000.00
2024-03-07 |
$11,315.85
2025-05-05 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| QDTE × |
$10,000.00
2024-03-07 |
$10,552.72
2025-05-05 |
||||
| Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| MSTY × |
$10,000.00
2024-03-07 |
$25,201.66
2025-05-05 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
| Year | JEPI | JEPQ | SCHD | DIVO | QDTE | MSTY |
|---|---|---|---|---|---|---|
| 2025 (YTD) | −0.69% | −5.10% | −4.71% | +1.59% | −9.09% | +25.42% |
| 2024 | +12.59% | +24.89% | +11.66% | +16.22% | +16.08% | +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 2024-03-07? 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 | ||||||
| QDTE × | −14.23% |
−22.86%
2025-04-21 |
||||
| Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| MSTY × | −9.11% |
−40.82%
2025-03-10 |
||||
| YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||