All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2022-08-30? to Tue 2025-09-23 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
JEPI × |
+1.68%
2025-09-23 |
1.421 TRR
2025-09-23 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SCHD × |
−0.62%
2025-09-23 |
3.534 TRR
2025-09-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × |
+9.09%
2025-09-23 |
1.404 TRR
2025-09-23 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
DIVO × |
+10.22%
2025-09-23 |
2.082 TRR
2025-09-23 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Tue 2025-09-23 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+21.61%
+6.59%/yr |
+7.84%/yr
(R2=0.859) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SCHD × |
+14.69%
+4.57%/yr |
+6.22%/yr
(R2=0.589) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × |
+40.40%
+11.70%/yr |
+12.59%/yr
(R2=0.925) |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
DIVO × |
+34.63%
+10.18%/yr |
+10.27%/yr
(R2=0.884) |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Tue 2025-09-23 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2022-08-30 |
$12,160.89
2025-09-23 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2022-08-30 |
$11,469.23
2025-09-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × |
$10,000.00
2022-08-30 |
$14,040.05
2025-09-23 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
DIVO × |
$10,000.00
2022-08-30 |
$13,462.59
2025-09-23 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
Year | JEPI | SCHD | SPYI | DIVO |
---|---|---|---|---|
2025 (YTD) | +1.68% | −0.62% | +9.09% | +10.22% |
2024 | +9.44% | +8.50% | +15.70% | +12.97% |
2023 | +6.26% | +1.15% | +14.26% | +3.48% |
2022 | −9.35% | −9.12% | −2.64% | −7.43% |
2021 | +13.53% | +21.33% | — | +14.79% |
2020 | +16.78% | +13.50% | — | +10.90% |
2019 | — | +24.43% | — | +22.11% |
2018 | — | −7.35% | — | −4.99% |
2017 | — | +18.35% | — | +18.90% |
2016 | — | +14.12% | — | −0.56% |
2015 | — | −1.00% | — | — |
2014 | — | +10.81% | — | — |
2013 | — | +30.90% | — | — |
2012 | — | +9.50% | — | — |
2011 | — | +5.73% | — | — |
Tue 2022-08-30? to Tue 2025-09-23 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPI × | −2.57% |
−14.47%
2025-04-08 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SCHD × | −7.24% |
−17.33%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SPYI × | −0.25% |
−16.86%
2025-04-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
DIVO × | 0.00% |
−13.06%
2025-04-08 |
||||
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||