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

Thu 2024-03-07? to Fri 2025-06-13	YTD Return	TR Price
JEPI ×	+1.45% 2025-06-13	1.738 TR 2025-06-13
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−0.84% 2025-06-13	1.455 TR 2025-06-13
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−0.58% 2025-06-13	4.921 TR 2025-06-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	+0.94% 2025-06-13	1.156 TR 2025-06-13
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NVDY ×	+1.29% 2025-06-13	3.033 TR 2025-06-13
Tidal Trust II Exchange-Traded Fund
GLDI ×	+15.06% 2025-06-13	1.513 TR 2025-06-13
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

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Returns

Thu 2024-03-07? to Fri 2025-06-13	Overall Return	Exponential Trendline
JEPI ×	+8.31% +6.50%/yr	+7.48%/yr (R2=0.477)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+12.78% +9.95%/yr	+10.30%/yr (R2=0.422)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+7.23% +5.66%/yr	+6.25%/yr (R2=0.239)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	+15.59% +12.10%/yr	+12.23%/yr (R2=0.352)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NVDY ×	+39.20% +29.81%/yr	+17.46%/yr (R2=0.215)
Tidal Trust II Exchange-Traded Fund
GLDI ×	+32.75% +25.04%/yr	+23.01%/yr (R2=0.966)
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 Fri 2025-06-13	Start Value	End Value
JEPI ×	$10,000.00 2024-03-07	$10,830.91 2025-06-13
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2024-03-07	$11,277.52 2025-06-13
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2024-03-07	$10,722.98 2025-06-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	$10,000.00 2024-03-07	$11,558.57 2025-06-13
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NVDY ×	$10,000.00 2024-03-07	$13,919.54 2025-06-13
Tidal Trust II Exchange-Traded Fund
GLDI ×	$10,000.00 2024-03-07	$13,275.03 2025-06-13
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)	+1.45%	−0.84%	−0.58%	+0.94%	+1.29%	+15.06%
2024	+12.59%	+24.89%	+11.66%	+16.08%	+114.23%	+18.70%
2023	+9.82%	+36.27%	+4.54%	—	+42.01%	+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 Fri 2025-06-13	Current Drawdown	Worst Drawdown
JEPI ×	−3.17%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−6.19%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−7.23%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QDTE ×	−6.05%	−22.86% 2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NVDY ×	−7.62%	−34.08% 2025-04-04
Tidal Trust II Exchange-Traded Fund
GLDI ×	0.00%	−5.78% 2024-11-15
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund