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

Tue 2022-08-30? to Fri 2025-10-10	YTD Return	TR Price
SCHD ×	−0.07% 2025-10-10	4.95 TR 2025-10-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+3.67% 2025-10-10	1.783 TR 2025-10-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+8.63% 2025-10-10	1.611 TR 2025-10-10
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+10.89% 2025-10-10	1.521 TR 2025-10-10
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Fri 2025-10-10	Overall Return	Exponential Trendline
SCHD ×	+22.91% +6.85%/yr	+9.31%/yr (R2=0.777)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+32.13% +9.36%/yr	+10.99%/yr (R2=0.927)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+72.89% +19.23%/yr	+22.54%/yr (R2=0.935)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	+52.08% +14.42%/yr	+16.04%/yr (R2=0.953)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Fri 2025-10-10	Start Value	End Value
SCHD ×	$10,000.00 2022-08-30	$12,291.30 2025-10-10
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$13,213.28 2025-10-10
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-08-30	$17,288.79 2025-10-10
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$15,207.68 2025-10-10
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	JEPQ	SPYI
2025 (YTD)	−0.07%	+3.67%	+8.63%	+10.89%
2024	+11.66%	+12.59%	+24.89%	+19.03%
2023	+4.54%	+9.83%	+36.28%	+18.10%
2022	−3.26%	−3.49%	−12.89%	−2.45%
2021	+29.87%	+21.53%	—	—
2020	+15.03%	+18.61%	—	—
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%	—	—	—

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Drawdowns

Tue 2022-08-30? to Fri 2025-10-10	Current Drawdown	Worst Drawdown
SCHD ×	−6.68%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−1.81%	−13.26% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	−2.31%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	−2.32%	−16.47% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund