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

Total Real Returns

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

Thu 2023-05-11? to Wed 2025-06-18 YTD
Return
TR
Price
JEPQ
×
−1.40%
2025-06-18
1.462 TR
2025-06-18
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−1.61%
2025-06-18
4.874 TR
2025-06-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
NVDY
×
+2.21%
2025-06-18
3.11 TR
2025-06-18
Tidal Trust II Exchange-Traded Fund

Returns

Thu 2023-05-11? to Wed 2025-06-18 Overall
Return
Exponential
Trendline
JEPQ
×
+42.83%
+18.45%/yr
+19.37%/yr
(R2=0.852)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+23.08%
+10.37%/yr
+12.48%/yr
(R2=0.750)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
NVDY
×
+210.97%
+71.41%/yr
+70.46%/yr
(R2=0.806)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Thu 2023-05-11? to Wed 2025-06-18 Start
Value
End
Value
JEPQ
×
$10,000.00
2023-05-11
$14,283.47
2025-06-18
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2023-05-11
$12,307.86
2025-06-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
NVDY
×
$10,000.00
2023-05-11
$31,096.81
2025-06-18
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year JEPQ SCHD NVDY
2025 (YTD) −1.40% −1.61% +2.21%
2024 +24.89% +11.66% +114.23%
2023 +36.27% +4.54% +42.01%
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

Thu 2023-05-11? to Wed 2025-06-18 Current
Drawdown
Worst
Drawdown
JEPQ
×
−5.73% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−8.12% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
NVDY
×
−5.28% −34.08%
2025-04-04
Tidal Trust II Exchange-Traded Fund