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

Total Real Returns

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

Thu 2020-05-21? to Fri 2025-05-30 YTD
Return
TR
Price
SCHD
×
−3.35%
2025-05-30
4.788 TR
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+0.17%
2025-05-30
1.723 TR
2025-05-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−5.59%
2025-05-30
2.267 TR
2025-05-30
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2020-05-21? to Fri 2025-05-30 Overall
Return
Exponential
Trendline
SCHD
×
+84.54%
+12.97%/yr
+9.32%/yr
(R2=0.710)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
+72.32%
+11.44%/yr
+9.49%/yr
(R2=0.887)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+47.28%
+8.01%/yr
+5.97%/yr
(R2=0.548)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Fri 2025-05-30 Start
Value
End
Value
SCHD
×
$10,000.00
2020-05-21
$18,453.75
2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$17,231.53
2025-05-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2020-05-21
$14,727.85
2025-05-30
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD JEPI QYLD
2025 (YTD) −3.35% +0.17% −5.59%
2024 +11.66% +12.59% +19.36%
2023 +4.54% +9.82% +22.79%
2022 −3.26% −3.49% −19.07%
2021 +29.87% +21.53% +10.41%
2020 +15.03% +18.61% +8.72%
2019 +27.29% +22.70%
2018 −5.56% −3.07%
2017 +20.85% +18.79%
2016 +16.45% +4.77%
2015 −0.30% +7.17%
2014 +11.69% +4.25%
2013 +32.88% +2.00%
2012 +11.39%
2011 +5.31%

Drawdowns

Thu 2020-05-21? to Fri 2025-05-30 Current
Drawdown
Worst
Drawdown
SCHD
×
−9.75% −16.85%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI
×
−4.02% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−9.67% −24.60%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund