All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2024-03-15? to Mon 2025-10-06 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+5.47%
2025-10-06 |
1.814 TR
2025-10-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+10.81%
2025-10-06 |
1.643 TR
2025-10-06 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
+2.94%
2025-10-06 |
5.099 TR
2025-10-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QDTE × |
+15.27%
2025-10-06 |
1.338 TR
2025-10-06 |
||||
| Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| IWMW × |
+7.51%
2025-10-06 |
1.141 TR
2025-10-06 |
||||
| iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund | ||||||
| Fri 2024-03-15? to Mon 2025-10-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+13.36%
+8.36%/yr |
+7.25%/yr
(R2=0.610) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+28.81%
+17.61%/yr |
+12.76%/yr
(R2=0.642) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
+11.39%
+7.16%/yr |
+5.23%/yr
(R2=0.284) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QDTE × |
+37.79%
+22.80%/yr |
+16.05%/yr
(R2=0.597) |
||||
| Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| IWMW × |
+14.06%
+8.79%/yr |
+4.27%/yr
(R2=0.154) |
||||
| iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund | ||||||
| Fri 2024-03-15? to Mon 2025-10-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2024-03-15 |
$11,335.60
2025-10-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2024-03-15 |
$12,880.69
2025-10-06 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2024-03-15 |
$11,139.09
2025-10-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QDTE × |
$10,000.00
2024-03-15 |
$13,779.10
2025-10-06 |
||||
| Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| IWMW × |
$10,000.00
2024-03-15 |
$11,405.65
2025-10-06 |
||||
| iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund | ||||||
| Year | JEPI | JEPQ | SCHD | QDTE | IWMW |
|---|---|---|---|---|---|
| 2025 (YTD) | +5.47% | +10.81% | +2.94% | +15.27% | +7.51% |
| 2024 | +12.59% | +24.89% | +11.66% | +16.08% | +6.09% |
| 2023 | +9.83% | +36.28% | +4.54% | — | — |
| 2022 | −3.49% | −12.89% | −3.26% | — | — |
| 2021 | +21.53% | — | +29.87% | — | — |
| 2020 | +18.61% | — | +15.03% | — | — |
| 2019 | — | — | +27.29% | — | — |
| 2018 | — | — | −5.56% | — | — |
| 2017 | — | — | +20.85% | — | — |
| 2016 | — | — | +16.45% | — | — |
| 2015 | — | — | −0.30% | — | — |
| 2014 | — | — | +11.69% | — | — |
| 2013 | — | — | +32.88% | — | — |
| 2012 | — | — | +11.39% | — | — |
| 2011 | — | — | +5.31% | — | — |
| Fri 2024-03-15? to Mon 2025-10-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −0.11% |
−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 × | −3.87% |
−16.13%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QDTE × | 0.00% |
−22.86%
2025-04-21 |
||||
| Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
| IWMW × | 0.00% |
−21.82%
2025-04-08 |
||||
| iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund | ||||||