All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2024-01-30? to Wed 2025-08-06 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+2.33%
2025-08-06 |
1.76 TR
2025-08-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+4.05%
2025-08-06 |
1.543 TR
2025-08-06 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| YMAX × |
+10.55%
2025-08-06 |
1.396 TR
2025-08-06 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| YMAG × |
+6.32%
2025-08-06 |
1.447 TR
2025-08-06 |
||||
| YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| SCHD × |
−0.49%
2025-08-06 |
4.929 TR
2025-08-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Wed 2025-08-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+12.57%
+8.12%/yr |
+7.76%/yr
(R2=0.615) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+24.88%
+15.78%/yr |
+11.82%/yr
(R2=0.605) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| YMAX × |
+35.50%
+22.18%/yr |
+14.96%/yr
(R2=0.538) |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| YMAG × |
+44.65%
+27.56%/yr |
+18.10%/yr
(R2=0.584) |
||||
| YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| SCHD × |
+9.58%
+6.22%/yr |
+6.42%/yr
(R2=0.340) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Wed 2025-08-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2024-01-30 |
$11,256.58
2025-08-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2024-01-30 |
$12,488.07
2025-08-06 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| YMAX × |
$10,000.00
2024-01-30 |
$13,549.91
2025-08-06 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| YMAG × |
$10,000.00
2024-01-30 |
$14,465.03
2025-08-06 |
||||
| YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2024-01-30 |
$10,958.14
2025-08-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | JEPI | JEPQ | YMAX | YMAG | SCHD |
|---|---|---|---|---|---|
| 2025 (YTD) | +2.33% | +4.05% | +10.55% | +6.32% | −0.49% |
| 2024 | +12.59% | +24.89% | +26.26% | +36.05% | +11.66% |
| 2023 | +9.83% | +36.26% | — | — | +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% |
| Tue 2024-01-30? to Wed 2025-08-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −1.95% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | −0.52% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| YMAX × | −3.30% |
−25.56%
2025-04-08 |
||||
| YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| YMAG × | 0.00% |
−25.96%
2025-04-08 |
||||
| YieldMax Magnificent 7 Fund of Option Income ETFs Exchange-Traded Fund | ||||||
| SCHD × | −7.08% |
−16.13%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||