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 Thu 2026-04-02 YTD
Return
TR
Price
QQQ
×
−4.65%
2026-04-02
13.56 TR
2026-04-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−3.55%
2026-04-02
7.922 TR
2026-04-02
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
+12.35%
2026-04-02
5.807 TR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+0.53%
2026-04-02
1.87 TR
2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−1.76%
2026-04-02
1.678 TR
2026-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−2.44%
2026-04-02
1.561 TR
2026-04-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
QQQ
×
+98.92%
+21.12%/yr
+27.64%/yr
(R2=0.943)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
+73.80%
+16.65%/yr
+21.56%/yr
(R2=0.960)
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
+44.19%
+10.73%/yr
+9.78%/yr
(R2=0.823)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+38.51%
+9.50%/yr
+10.71%/yr
(R2=0.945)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
+80.10%
+17.81%/yr
+21.82%/yr
(R2=0.951)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+56.10%
+13.21%/yr
+16.23%/yr
(R2=0.967)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Thu 2026-04-02 Start
Value
End
Value
QQQ
×
$10,000.00
2022-08-30
$19,891.73
2026-04-02
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2022-08-30
$17,380.25
2026-04-02
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2022-08-30
$14,418.77
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2022-08-30
$13,851.30
2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-08-30
$18,010.40
2026-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2022-08-30
$15,609.79
2026-04-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year QQQ VOO SCHD JEPI JEPQ SPYI
2026 (YTD) −4.65% −3.55% +12.35% +0.53% −1.76% −2.44%
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 Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
QQQ
×
−7.75% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
VOO
×
−5.44% −18.69%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD
×
−3.27% −16.13%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
−4.46% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ
×
−4.77% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−4.36% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund