All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

JEPI,SCHD,QYLD: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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