VOO,SCHD,QQQ,QQQI,JEPQ: Total Return Chart (with Dividends Reinvested)

Tue 2024-01-30? to Wed 2026-05-13	YTD Return	TR Price
VOO ×	+9.16% 2026-05-13	8.966 TR 2026-05-13
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD ×	+16.73% 2026-05-13	6.033 TR 2026-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ ×	+16.49% 2026-05-13	16.57 TR 2026-05-13
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI ×	+10.29% 2026-05-13	1.568 TR 2026-05-13
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ ×	+6.91% 2026-05-13	1.826 TR 2026-05-13
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Tue 2024-01-30? to Wed 2026-05-13	Overall Return	Exponential Trendline
VOO ×	+55.62% +21.37%/yr	+17.53%/yr (R2=0.886)
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD ×	+34.13% +13.72%/yr	+9.69%/yr (R2=0.650)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ ×	+70.12% +26.20%/yr	+20.45%/yr (R2=0.860)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI ×	+56.79% +21.77%/yr	+18.81%/yr (R2=0.901)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ ×	+47.79% +18.66%/yr	+16.15%/yr (R2=0.871)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Tue 2024-01-30? to Wed 2026-05-13	Start Value	End Value
VOO ×	$10,000.00 2024-01-30	$15,561.66 2026-05-13
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2024-01-30	$13,412.58 2026-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ ×	$10,000.00 2024-01-30	$17,011.84 2026-05-13
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI ×	$10,000.00 2024-01-30	$15,678.53 2026-05-13
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ ×	$10,000.00 2024-01-30	$14,779.41 2026-05-13
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	VOO	SCHD	QQQ	QQQI	JEPQ
2026 (YTD)	+9.16%	+16.73%	+16.49%	+10.29%	+6.91%
2025	+17.82%	+4.34%	+20.77%	+18.63%	+15.19%
2024	+24.98%	+11.66%	+25.58%	+19.84%	+24.89%
2023	+26.32%	+4.54%	+54.86%	—	+36.28%
2022	−18.17%	−3.26%	−32.58%	—	−12.89%
2021	+28.79%	+29.87%	+27.42%	—	—
2020	+18.32%	+15.03%	+48.62%	—	—
2019	+31.37%	+27.29%	+38.96%	—	—
2018	−4.50%	−5.56%	−0.13%	—	—
2017	+21.77%	+20.85%	+32.66%	—	—
2016	+12.17%	+16.45%	+7.10%	—	—
2015	+1.33%	−0.30%	+9.44%	—	—
2014	+13.56%	+11.69%	+19.18%	—	—
2013	+32.39%	+32.88%	+36.63%	—	—
2012	+15.99%	+11.39%	+18.11%	—	—
2011	+1.90%	+5.31%	+3.38%	—	—
2010	+14.78%	—	+19.91%	—	—
2009	—	—	+54.70%	—	—
2008	—	—	−41.73%	—	—
2007	—	—	+19.03%	—	—
2006	—	—	+7.14%	—	—
2005	—	—	+1.58%	—	—
2004	—	—	+10.52%	—	—
2003	—	—	+49.67%	—	—
2002	—	—	−37.37%	—	—
2001	—	—	−33.34%	—	—
2000	—	—	−36.11%	—	—
1999	—	—	+78.95%	—	—

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Drawdowns

Tue 2024-01-30? to Wed 2026-05-13	Current Drawdown	Worst Drawdown
VOO ×	0.00%	−18.69% 2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD ×	−1.00%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ ×	0.00%	−22.77% 2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI ×	0.00%	−20.00% 2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ ×	0.00%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Rolling Returns

Period ending Wed 2026-05-13	1 Year	2 Years	3 Years	5 Years	10 Years
VOO ×	+28.02%	+46.18% +20.92%/yr	+87.88% +23.36%/yr	+94.31% +14.21%/yr	+329.64% +15.70%/yr
Vanguard S&P 500 ETF Exchange-Traded Fund
SCHD ×	+25.34%	+29.12% +13.64%/yr	+52.05% +14.97%/yr	+48.41% +8.22%/yr	+232.77% +12.78%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QQQ ×	+39.29%	+63.08% +27.72%/yr	+123.79% +30.76%/yr	+130.62% +18.19%/yr	+628.15% +21.96%/yr
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI ×	+29.14%	+49.87% +22.44%/yr	—	—	—
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ ×	+27.59%	+39.23% +18.01%/yr	+78.72% +21.33%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund