All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DIVO,SCHD,JEPQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2022-05-04? to Mon 2024-09-30 YTD
Return
TRR
Price
DIVO
×
+13.63%
2024-09-30
1.9 TRR
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+10.96%
2024-09-30
3.636 TRR
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ
×
+14.15%
2024-09-30
1.279 TRR
2024-09-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
DIVO
×
+15.22%
+6.06%/yr
+7.55%/yr
(R2=0.722)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+7.92%
+3.21%/yr
+4.21%/yr
(R2=0.293)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ
×
+27.86%
+10.74%/yr
+18.90%/yr
(R2=0.849)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Mon 2024-09-30 Start
Value
End
Value
DIVO
×
$10,000.00
2022-05-04
$11,521.68
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2022-05-04
$10,791.52
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$12,786.31
2024-09-30
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year DIVO SCHD JEPQ
2024 (YTD) +13.63% +10.96% +14.15%
2023 +3.48% +1.16% +31.84%
2022 −7.45% −9.13% −15.04%
2021 +14.80% +21.33%
2020 +10.90% +13.49%
2019 +22.09% +24.44%
2018 −4.99% −7.32%
2017 +18.93% +18.34%
2016 −0.60% +14.07%
2015 −1.00%
2014 +10.84%
2013 +30.92%
2012 +9.48%
2011 +5.72%

Drawdowns

Wed 2022-05-04? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
DIVO
×
0.00% −13.57%
2022-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
0.00% −16.21%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ
×
−0.62% −19.02%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund