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

Total Real Returns

QQQ,VOO,SCHD,JEPI,JEPQ,SPYI: Total Return Chart (with Dividends Reinvested)

Tue 2022-08-30? to Fri 2026-05-01 YTD
Return
TR
Price
QQQ
×
+9.88%
2026-05-01
15.63 TR
2026-05-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+5.98%
2026-05-01
8.705 TR
2026-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
+17.13%
2026-05-01
6.054 TR
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+1.99%
2026-05-01
1.897 TR
2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+5.07%
2026-05-01
1.795 TR
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+4.09%
2026-05-01
1.665 TR
2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2026-05-01 Overall
Return
Exponential
Trendline
QQQ
×
+129.24%
+25.37%/yr
+27.41%/yr
(R2=0.945)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+90.96%
+19.28%/yr
+21.42%/yr
(R2=0.961)
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
+50.32%
+11.75%/yr
+10.04%/yr
(R2=0.833)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+40.51%
+9.71%/yr
+10.64%/yr
(R2=0.947)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+92.62%
+19.56%/yr
+21.67%/yr
(R2=0.953)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+66.54%
+14.92%/yr
+16.19%/yr
(R2=0.968)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2026-05-01 Start
Value
End
Value
QQQ
×
$10,000.00
2022-08-30
$22,923.88
2026-05-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2022-08-30
$19,096.11
2026-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2022-08-30
$15,032.13
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2022-08-30
$14,051.28
2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-08-30
$19,261.92
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$16,654.46
2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year QQQ VOO SCHD JEPI JEPQ SPYI
2026 (YTD) +9.88% +5.98% +17.13% +1.99% +5.07% +4.09%
2025 +20.77% +17.82% +4.34% +8.10% +15.19% +16.67%
2024 +25.58% +24.98% +11.66% +12.59% +24.89% +19.03%
2023 +54.86% +26.32% +4.54% +9.83% +36.28% +18.10%
2022 −32.58% −18.17% −3.26% −3.49% −12.89% −2.45%
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%

Drawdowns

Tue 2022-08-30? to Fri 2026-05-01 Current
Drawdown
Worst
Drawdown
QQQ
×
0.00% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
0.00% −18.69%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
−0.65% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
−3.08% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
0.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
0.00% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund