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

Total Real Returns

JEPI,SCHD,QYLD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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