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