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 2026-06-12 YTD
Return
1 Year
Return
QQQ
×
+17.57%
2026-06-12
+35.82%
2026-06-12
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+9.08%
2026-06-12
+24.36%
2026-06-12
Vanguard S&P 500 ETF NYSE Exchange-Traded Fund
SCHD
×
+20.59%
2026-06-12
+26.08%
2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI
×
+1.29%
2026-06-12
+7.58%
2026-06-12
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ
×
+7.85%
2026-06-12
+25.54%
2026-06-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+6.31%
2026-06-12
+19.90%
2026-06-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30💬 to Fri 2026-06-12 Overall
Return
Exponential
Trendline
QQQ
×
+145.29%
+26.76%/yr
+27.67%/yr
(R2=0.950)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+96.56%
+19.56%/yr
+21.49%/yr
(R2=0.965)
Vanguard S&P 500 ETF NYSE Exchange-Traded Fund
SCHD
×
+54.76%
+12.23%/yr
+10.50%/yr
(R2=0.843)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI
×
+39.55%
+9.21%/yr
+10.42%/yr
(R2=0.946)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ
×
+97.72%
+19.74%/yr
+21.60%/yr
(R2=0.956)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+70.11%
+15.07%/yr
+16.30%/yr
(R2=0.971)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30💬 to Fri 2026-06-12 Start
Value
End
Value
QQQ
×
$10,000.00
2022-08-30
$24,528.53
2026-06-12
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2022-08-30
$19,656.15
2026-06-12
Vanguard S&P 500 ETF NYSE Exchange-Traded Fund
SCHD
×
$10,000.00
2022-08-30
$15,475.64
2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI
×
$10,000.00
2022-08-30
$13,955.33
2026-06-12
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-08-30
$19,771.70
2026-06-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$17,010.67
2026-06-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year QQQ VOO SCHD JEPI JEPQ SPYI
2026 (YTD) +17.57% +9.08% +20.59% +1.29% +7.85% +6.31%
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 2026-06-12 Current
Drawdown
Worst
Drawdown
QQQ
×
−3.33%
from 2026-06-02 peak
−22.77%
2025-04-08
from 2025-02-19 peak
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−2.34%
from 2026-06-02 peak
−18.69%
2025-04-08
from 2025-02-19 peak
Vanguard S&P 500 ETF NYSE Exchange-Traded Fund
SCHD
×
−0.09%
from 2026-05-22 peak
−16.13%
2025-04-08
from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI
×
−3.75%
from 2026-02-27 peak
−13.26%
2025-04-08
from 2025-02-19 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ
×
−1.64%
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
SPYI
×
−1.79%
from 2026-06-02 peak
−16.47%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
QQQ
×
+35.82% +53.80%
+24.02%/yr
+103.65%
+26.75%/yr
+117.82%
+16.85%/yr
+611.70%
+21.68%/yr
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+24.36% +40.54%
+18.55%/yr
+78.09%
+21.21%/yr
+87.74%
+13.43%/yr
+318.41%
+15.39%/yr
Vanguard S&P 500 ETF NYSE Exchange-Traded Fund
SCHD
×
+26.08% +37.05%
+17.07%/yr
+52.55%
+15.12%/yr
+51.99%
+8.73%/yr
+234.24%
+12.83%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
JEPI
×
+7.58% +16.72%
+8.04%/yr
+30.22%
+9.20%/yr
+43.29%
+7.46%/yr
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ
×
+25.54% +35.40%
+16.36%/yr
+72.67%
+19.97%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+19.90% +34.48%
+15.97%/yr
+54.36%
+15.57%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund