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

Total Real Returns

JEPQ,SCHD,IWMW: Total Return Chart (with Dividends Reinvested)

Fri 2024-03-15? to Fri 2025-07-18 YTD
Return
TR
Price
JEPQ
×
+2.97%
2025-07-18
1.527 TR
2025-07-18
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+0.77%
2025-07-18
4.992 TR
2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
IWMW
×
−1.88%
2025-07-18
1.041 TR
2025-07-18
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund

Returns

Fri 2024-03-15? to Fri 2025-07-18 Overall
Return
Exponential
Trendline
JEPQ
×
+19.70%
+14.34%/yr
+10.48%/yr
(R2=0.467)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+9.04%
+6.67%/yr
+5.47%/yr
(R2=0.218)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
IWMW
×
+4.09%
+3.03%/yr
+1.75%/yr
(R2=0.023)
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund

Growth of $10,000

Fri 2024-03-15? to Fri 2025-07-18 Start
Value
End
Value
JEPQ
×
$10,000.00
2024-03-15
$11,969.80
2025-07-18
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2024-03-15
$10,904.22
2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
IWMW
×
$10,000.00
2024-03-15
$10,409.14
2025-07-18
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund

Annual Returns

Year JEPQ SCHD IWMW
2025 (YTD) +2.97% +0.77% −1.88%
2024 +24.90% +11.66% +6.09%
2023 +36.26% +4.54%
2022 −12.89% −3.26%
2021 +29.87%
2020 +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%

Drawdowns

Fri 2024-03-15? to Fri 2025-07-18 Current
Drawdown
Worst
Drawdown
JEPQ
×
−1.55% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−5.90% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
IWMW
×
−7.06% −21.82%
2025-04-08
iShares Russell 2000 BuyWrite ETF Exchange-Traded Fund