All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04💬 to Fri 2026-06-05 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| QQQ × |
+14.92%
2026-06-05 |
+35.00%
2026-06-05 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
+8.45%
2026-06-05 |
+25.87%
2026-06-05 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+18.75%
2026-06-05 |
+27.90%
2026-06-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+0.35%
2026-06-05 |
+7.86%
2026-06-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+6.12%
2026-06-05 |
+25.18%
2026-06-05 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Fri 2026-06-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| QQQ × |
+119.37%
+21.19%/yr |
+26.28%/yr
(R2=0.947) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
+82.14%
+15.80%/yr |
+20.29%/yr
(R2=0.957) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+42.58%
+9.07%/yr |
+9.63%/yr
(R2=0.833) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
+33.55%
+7.33%/yr |
+10.21%/yr
(R2=0.951) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+81.25%
+15.66%/yr |
+20.48%/yr
(R2=0.952) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04💬 to Fri 2026-06-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| QQQ × |
$10,000.00
2022-05-04 |
$21,937.21
2026-06-05 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
$10,000.00
2022-05-04 |
$18,213.67
2026-06-05 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2022-05-04 |
$14,257.59
2026-06-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$13,355.34
2026-06-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$18,125.14
2026-06-05 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | QQQ | VOO | SCHD | JEPI | JEPQ |
|---|---|---|---|---|---|
| 2026 (YTD) | +14.92% | +8.45% | +18.75% | +0.35% | +6.12% |
| 2025 | +20.77% | +17.82% | +4.34% | +8.10% | +15.19% |
| 2024 | +25.58% | +24.98% | +11.66% | +12.59% | +24.89% |
| 2023 | +54.86% | +26.32% | +4.54% | +9.83% | +36.28% |
| 2022 | −32.58% | −18.17% | −3.26% | −3.49% | −12.89% |
| 2021 | +27.42% | +28.79% | +29.87% | +21.53% | — |
| 2020 | +48.62% | +18.32% | +15.03% | +18.61% | — |
| 2019 | +38.96% | +31.37% | +27.29% | — | — |
| 2018 | −0.13% | −4.50% | −5.56% | — | — |
| 2017 | +32.66% | +21.77% | +20.85% | — | — |
| 2016 | +7.10% | +12.17% | +16.45% | — | — |
| 2015 | +9.44% | +1.33% | −0.30% | — | — |
| 2014 | +19.18% | +13.56% | +11.69% | — | — |
| 2013 | +36.63% | +32.39% | +32.88% | — | — |
| 2012 | +18.11% | +15.99% | +11.39% | — | — |
| 2011 | +3.38% | +1.90% | +5.31% | — | — |
| 2010 | +19.91% | +14.78% | — | — | — |
| 2009 | +54.70% | — | — | — | — |
| 2008 | −41.73% | — | — | — | — |
| 2007 | +19.03% | — | — | — | — |
| 2006 | +7.14% | — | — | — | — |
| 2005 | +1.58% | — | — | — | — |
| 2004 | +10.52% | — | — | — | — |
| 2003 | +49.67% | — | — | — | — |
| 2002 | −37.37% | — | — | — | — |
| 2001 | −33.34% | — | — | — | — |
| 2000 | −36.11% | — | — | — | — |
| 1999 | +78.95% | — | — | — | — |
| Wed 2022-05-04💬 to Fri 2026-06-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| QQQ × |
−5.51%
from 2026-06-02 peak |
−22.77%
2025-04-08 from 2025-02-19 peak |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
−2.90%
from 2026-06-02 peak |
−18.69%
2025-04-08 from 2025-02-19 peak |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
−1.61%
from 2026-05-22 peak |
−16.13%
2025-04-08 from 2024-11-29 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × |
−4.64%
from 2026-02-27 peak |
−13.26%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
−3.22%
from 2026-06-02 peak |
−20.07%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-05 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| QQQ × | +35.00% |
+53.78% +24.03%/yr |
+102.19% +26.44%/yr |
+116.48% +16.70%/yr |
+588.56% +21.27%/yr |
|
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × | +25.87% |
+41.46% +18.95%/yr |
+79.84% +21.60%/yr |
+87.42% +13.38%/yr |
+315.45% +15.30%/yr |
|
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × | +27.90% |
+33.73% +15.65%/yr |
+53.07% +15.24%/yr |
+49.05% +8.31%/yr |
+231.97% +12.74%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| JEPI × | +7.86% |
+15.41% +7.44%/yr |
+29.27% +8.93%/yr |
+42.27% +7.30%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | +25.18% |
+34.79% +16.11%/yr |
+71.09% +19.60%/yr |
— | — | |
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
