All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Wed 2026-04-29 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+1.73%
2026-04-29 |
1.892 TR
2026-04-29 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+15.63%
2026-04-29 |
5.976 TR
2026-04-29 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QYLD × |
+5.45%
2026-04-29 |
2.768 TR
2026-04-29 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2026-04-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+89.17%
+11.33%/yr |
+9.40%/yr
(R2=0.926) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+130.34%
+15.09%/yr |
+9.17%/yr
(R2=0.785) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QYLD × |
+79.82%
+10.39%/yr |
+7.34%/yr
(R2=0.716) |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2026-04-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$18,917.04
2026-04-29 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-05-21 |
$23,033.54
2026-04-29 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QYLD × |
$10,000.00
2020-05-21 |
$17,982.18
2026-04-29 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | SCHD | QYLD |
|---|---|---|---|
| 2026 (YTD) | +1.73% | +15.63% | +5.45% |
| 2025 | +8.10% | +4.34% | +9.31% |
| 2024 | +12.59% | +11.66% | +19.35% |
| 2023 | +9.83% | +4.54% | +22.79% |
| 2022 | −3.49% | −3.26% | −19.07% |
| 2021 | +21.53% | +29.87% | +10.41% |
| 2020 | +18.61% | +15.03% | +8.72% |
| 2019 | — | +27.29% | +22.70% |
| 2018 | — | −5.56% | −3.07% |
| 2017 | — | +20.85% | +18.79% |
| 2016 | — | +16.45% | +4.77% |
| 2015 | — | −0.30% | +7.17% |
| 2014 | — | +11.69% | +4.25% |
| 2013 | — | +32.88% | +2.00% |
| 2012 | — | +11.39% | — |
| 2011 | — | +5.31% | — |
| Thu 2020-05-21? to Wed 2026-04-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −3.33% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × | −0.45% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QYLD × | 0.00% |
−24.60%
2022-10-14 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||