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

Thu 2024-03-07? to Tue 2025-07-15	YTD Return	TR Price
JEPI ×	+2.53% 2025-07-15	1.764 TR 2025-07-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+2.60% 2025-07-15	1.521 TR 2025-07-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+0.21% 2025-07-15	4.964 TR 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	+5.58% 2025-07-15	1.226 TR 2025-07-15
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NVDY ×	−23.90% 2025-07-15	3.325 TR 2025-07-15
Tidal Trust II Exchange-Traded Fund
GLDI ×	+14.41% 2025-07-15	1.505 TR 2025-07-15
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

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Returns

Thu 2024-03-07? to Tue 2025-07-15	Overall Return	Exponential Trendline
JEPI ×	+9.89% +7.21%/yr	+7.28%/yr (R2=0.508)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+17.92% +12.94%/yr	+10.52%/yr (R2=0.476)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+8.16% +5.96%/yr	+5.70%/yr (R2=0.236)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	+22.56% +16.19%/yr	+12.82%/yr (R2=0.414)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NVDY ×	−38.89% −30.47%/yr	−40.53%/yr (R2=0.779)
Tidal Trust II Exchange-Traded Fund
GLDI ×	+32.00% +22.74%/yr	+23.16%/yr (R2=0.971)
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

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Growth of $10,000

Thu 2024-03-07? to Tue 2025-07-15	Start Value	End Value
JEPI ×	$10,000.00 2024-03-07	$10,989.40 2025-07-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2024-03-07	$11,792.30 2025-07-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2024-03-07	$10,816.19 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	$10,000.00 2024-03-07	$12,255.71 2025-07-15
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NVDY ×	$10,000.00 2024-03-07	$6,110.73 2025-07-15
Tidal Trust II Exchange-Traded Fund
GLDI ×	$10,000.00 2024-03-07	$13,200.21 2025-07-15
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

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Annual Returns

Year	JEPI	JEPQ	SCHD	QDTE	NVDY	GLDI
2025 (YTD)	+2.53%	+2.60%	+0.21%	+5.58%	−23.90%	+14.41%
2024	+12.59%	+24.90%	+11.66%	+16.08%	+3.27%	+18.70%
2023	+9.82%	+36.26%	+4.54%	—	+323.04%	+8.96%
2022	−3.49%	−12.89%	−3.26%	—	—	−1.10%
2021	+21.53%	—	+29.87%	—	—	−3.41%
2020	+18.61%	—	+15.03%	—	—	+23.50%
2019	—	—	+27.29%	—	—	+14.40%
2018	—	—	−5.56%	—	—	−0.54%
2017	—	—	+20.85%	—	—	+8.95%
2016	—	—	+16.45%	—	—	+0.92%
2015	—	—	−0.30%	—	—	−6.19%
2014	—	—	+11.69%	—	—	−3.32%
2013	—	—	+32.88%	—	—	−24.02%
2012	—	—	+11.39%	—	—	—
2011	—	—	+5.31%	—	—	—

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Drawdowns

Thu 2024-03-07? to Tue 2025-07-15	Current Drawdown	Worst Drawdown
JEPI ×	−1.76%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−1.91%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−6.42%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	−0.38%	−22.86% 2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NVDY ×	−43.23%	−57.00% 2025-04-04
Tidal Trust II Exchange-Traded Fund
GLDI ×	−0.56%	−5.78% 2024-11-15
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund