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

Thu 2020-05-21? to Thu 2025-12-18	YTD Return	TR Price
SCHD ×	+4.53% 2025-12-18	5.178 TR 2025-12-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+7.62% 2025-12-18	1.851 TR 2025-12-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	+7.66% 2025-12-18	2.586 TR 2025-12-18
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Thu 2025-12-18	Overall Return	Exponential Trendline
SCHD ×	+99.57% +13.19%/yr	+8.82%/yr (R2=0.746)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+85.14% +11.68%/yr	+9.36%/yr (R2=0.912)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	+67.96% +9.74%/yr	+6.69%/yr (R2=0.659)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Thu 2025-12-18	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$19,957.15 2025-12-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$18,513.56 2025-12-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	$10,000.00 2020-05-21	$16,795.80 2025-12-18
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	QYLD
2025 (YTD)	+4.53%	+7.62%	+7.66%
2024	+11.66%	+12.59%	+19.36%
2023	+4.54%	+9.83%	+22.78%
2022	−3.26%	−3.49%	−19.07%
2021	+29.87%	+21.53%	+10.41%
2020	+15.03%	+18.61%	+8.72%
2019	+27.29%	—	+22.69%
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%	—	—

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Drawdowns

Thu 2020-05-21? to Thu 2025-12-18	Current Drawdown	Worst Drawdown
SCHD ×	−2.39%	−16.85% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−0.66%	−13.71% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	0.00%	−24.60% 2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund