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