All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.55%
2026-04-02 |
1.463 TRR
2026-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+11.13%
2026-04-02 |
4.017 TRR
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QYLD × |
−0.23%
2026-04-02 |
1.883 TRR
2026-04-02 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+46.32%
+6.71%/yr |
+4.74%/yr
(R2=0.719) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+75.23%
+10.04%/yr |
+4.43%/yr
(R2=0.459) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QYLD × |
+34.55%
+5.19%/yr |
+2.64%/yr
(R2=0.194) |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2020-05-21 |
$14,631.93
2026-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2020-05-21 |
$17,522.94
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QYLD × |
$10,000.00
2020-05-21 |
$13,455.25
2026-04-02 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | SCHD | QYLD |
|---|---|---|---|
| 2026 (YTD) | −0.55% | +11.13% | −0.23% |
| 2025 | +5.29% | +1.63% | +6.45% |
| 2024 | +9.44% | +8.54% | +16.04% |
| 2023 | +6.26% | +1.18% | +18.80% |
| 2022 | −9.35% | −9.14% | −24.00% |
| 2021 | +13.54% | +21.34% | +3.19% |
| 2020 | +16.74% | +13.45% | +7.26% |
| 2019 | — | +24.45% | +19.90% |
| 2018 | — | −7.32% | −4.87% |
| 2017 | — | +18.36% | +16.35% |
| 2016 | — | +14.07% | +2.62% |
| 2015 | — | −1.02% | +6.41% |
| 2014 | — | +10.84% | +3.47% |
| 2013 | — | +30.92% | +2.00% |
| 2012 | — | +9.50% | — |
| 2011 | — | +5.72% | — |
| Thu 2020-05-21? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.71% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × | −3.47% |
−21.63%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| QYLD × | −2.10% |
−29.60%
2022-10-14 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||