All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2022-08-30? to Fri 2025-08-08 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.04%
2025-08-08 |
1.397 TRR
2025-08-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
−2.18%
2025-08-08 |
3.479 TRR
2025-08-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPYI × |
+5.79%
2025-08-08 |
1.362 TRR
2025-08-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| DIVO × |
+6.57%
2025-08-08 |
2.014 TRR
2025-08-08 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Fri 2025-08-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+19.56%
+6.26%/yr |
+8.02%/yr
(R2=0.852) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
+12.89%
+4.21%/yr |
+6.36%/yr
(R2=0.571) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPYI × |
+36.15%
+11.07%/yr |
+12.44%/yr
(R2=0.916) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| DIVO × |
+30.15%
+9.38%/yr |
+10.07%/yr
(R2=0.869) |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Fri 2025-08-08 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2022-08-30 |
$11,955.64
2025-08-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2022-08-30 |
$11,289.37
2025-08-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2022-08-30 |
$13,615.38
2025-08-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| DIVO × |
$10,000.00
2022-08-30 |
$13,015.44
2025-08-08 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Year | JEPI | SCHD | SPYI | DIVO |
|---|---|---|---|---|
| 2025 (YTD) | −0.04% | −2.18% | +5.79% | +6.57% |
| 2024 | +9.42% | +8.53% | +15.69% | +12.97% |
| 2023 | +6.28% | +1.16% | +14.28% | +3.48% |
| 2022 | −9.36% | −9.15% | −2.65% | −7.43% |
| 2021 | +13.55% | +21.37% | — | +14.78% |
| 2020 | +16.75% | +13.44% | — | +10.89% |
| 2019 | — | +24.44% | — | +22.09% |
| 2018 | — | −7.32% | — | −4.99% |
| 2017 | — | +18.35% | — | +18.94% |
| 2016 | — | +14.09% | — | −0.56% |
| 2015 | — | −1.00% | — | — |
| 2014 | — | +10.85% | — | — |
| 2013 | — | +30.91% | — | — |
| 2012 | — | +9.49% | — | — |
| 2011 | — | +5.73% | — | — |
| Tue 2022-08-30? to Fri 2025-08-08 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.20% |
−14.46%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SCHD × | −8.70% |
−17.32%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SPYI × | 0.00% |
−16.85%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| DIVO × | −0.58% |
−13.07%
2025-04-08 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||