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

Total Real Returns

JEPQ,SCHD,DIVO,QDTE,BITO,MSTY,NVDY,GLDI: Total Return Chart (with Dividends Reinvested)

Thu 2024-03-07? to Wed 2025-07-02 YTD
Return
TR
Price
JEPQ
×
+1.64%
2025-07-02
1.507 TR
2025-07-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+1.86%
2025-07-02
5.046 TR
2025-07-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+8.28%
2025-07-02
2.675 TR
2025-07-02
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
+3.48%
2025-07-02
1.201 TR
2025-07-02
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
+14.03%
2025-07-02
1.386 TR
2025-07-02
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
+32.99%
2025-07-02
3.992 TR
2025-07-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
−28.18%
2025-07-02
3.138 TR
2025-07-02
Tidal Trust II Exchange-Traded Fund
GLDI
×
+14.64%
2025-07-02
1.508 TR
2025-07-02
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

Returns

Thu 2024-03-07? to Wed 2025-07-02 Overall
Return
Exponential
Trendline
JEPQ
×
+16.82%
+12.50%/yr
+10.32%/yr
(R2=0.450)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+9.93%
+7.44%/yr
+5.73%/yr
(R2=0.225)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
+20.61%
+15.25%/yr
+11.93%/yr
(R2=0.730)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
+20.13%
+14.91%/yr
+12.42%/yr
(R2=0.384)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
+48.23%
+34.75%/yr
+47.43%/yr
(R2=0.573)
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
+167.23%
+110.62%/yr
+107.23%/yr
(R2=0.759)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
−42.33%
−34.11%/yr
−41.16%/yr
(R2=0.777)
Tidal Trust II Exchange-Traded Fund
GLDI
×
+32.27%
+23.61%/yr
+23.15%/yr
(R2=0.969)
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Wed 2025-07-02 Start
Value
End
Value
JEPQ
×
$10,000.00
2024-03-07
$11,681.93
2025-07-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2024-03-07
$10,993.30
2025-07-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2024-03-07
$12,060.55
2025-07-02
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$12,012.75
2025-07-02
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
$10,000.00
2024-03-07
$14,822.77
2025-07-02
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$26,723.42
2025-07-02
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
$10,000.00
2024-03-07
$5,766.85
2025-07-02
Tidal Trust II Exchange-Traded Fund
GLDI
×
$10,000.00
2024-03-07
$13,226.92
2025-07-02
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ SCHD DIVO QDTE BITO MSTY NVDY GLDI
2025 (YTD) +1.64% +1.86% +8.28% +3.48% +14.03% +32.99% −28.18% +14.64%
2024 +24.90% +11.66% +16.22% +16.08% +105.96% +200.20% +3.27% +18.70%
2023 +36.27% +4.54% +6.95% +137.32% +323.04% +8.96%
2022 −12.89% −3.26% −1.46% −63.91% −1.11%
2021 +29.87% +22.88% −31.09% −3.42%
2020 +15.03% +12.41% +23.50%
2019 +27.29% +24.90% +14.39%
2018 −5.56% −3.18% −0.53%
2017 +20.85% +21.42% +8.94%
2016 +16.45% −0.56% +0.92%
2015 −0.30% −6.20%
2014 +11.69% −3.32%
2013 +32.88% −24.02%
2012 +11.39%
2011 +5.31%

Drawdowns

Thu 2024-03-07? to Wed 2025-07-02 Current
Drawdown
Worst
Drawdown
JEPQ
×
−2.83% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−4.89% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
DIVO
×
0.00% −12.12%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
QDTE
×
−2.36% −22.86%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund
BITO
×
−2.00% −29.82%
2025-04-08
ProShares Bitcoin Strategy ETF Exchange-Traded Fund
MSTY
×
−3.62% −40.83%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund
NVDY
×
−46.42% −57.00%
2025-04-04
Tidal Trust II Exchange-Traded Fund
GLDI
×
−0.36% −5.78%
2024-11-15
Credit Suisse X-Links Gold Shares Covered Call ETN NASDAQ Exchange-Traded Fund