All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2022-08-30? to Thu 2026-04-02 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| 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 | ||||||
| Tue 2022-08-30? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| 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 | ||||||
| Tue 2022-08-30? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| 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 | ||||||
| Year | SCHD | JEPI | JEPQ | SPYI |
|---|---|---|---|---|
| 2026 (YTD) | +12.35% | +0.53% | −1.76% | −2.44% |
| 2025 | +4.34% | +8.10% | +15.19% | +16.67% |
| 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% | — | — | — |
| Tue 2022-08-30? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| 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 | ||||||