All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
−0.09%
2025-07-03 |
1.359 TRR
2025-07-03 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × |
+6.87%
2025-07-03 |
6.567 TRR
2025-07-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
−0.07%
2025-07-03 |
3.554 TRR
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+35.88%
+10.17%/yr |
+17.51%/yr
(R2=0.879) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × |
+54.96%
+14.84%/yr |
+23.17%/yr
(R2=0.883) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
+5.48%
+1.70%/yr |
+5.45%/yr
(R2=0.510) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
$10,000.00
2022-05-04 |
$13,587.56
2025-07-03 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2022-05-04 |
$15,496.18
2025-07-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2022-05-04 |
$10,547.63
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | JEPQ | QQQ | SCHD |
|---|---|---|---|
| 2025 (YTD) | −0.09% | +6.87% | −0.07% |
| 2024 | +21.38% | +22.06% | +8.52% |
| 2023 | +31.86% | +49.84% | +1.16% |
| 2022 | −15.03% | −36.68% | −9.11% |
| 2021 | — | +19.04% | +21.32% |
| 2020 | — | +46.63% | +13.50% |
| 2019 | — | +35.86% | +24.42% |
| 2018 | — | −2.00% | −7.35% |
| 2017 | — | +29.92% | +18.36% |
| 2016 | — | +4.93% | +14.15% |
| 2015 | — | +8.64% | −1.08% |
| 2014 | — | +18.28% | +10.89% |
| 2013 | — | +34.61% | +30.89% |
| 2012 | — | +16.10% | +9.49% |
| 2011 | — | +0.41% | +5.73% |
| 2010 | — | +18.14% | — |
| 2009 | — | +50.58% | — |
| 2008 | — | −41.78% | — |
| 2007 | — | +14.35% | — |
| 2006 | — | +4.52% | — |
| 2005 | — | −1.80% | — |
| 2004 | — | +7.05% | — |
| 2003 | — | +46.91% | — |
| 2002 | — | −38.83% | — |
| 2001 | — | −34.36% | — |
| 2000 | — | −38.21% | — |
| 1999 | — | +75.06% | — |
| Wed 2022-05-04? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPQ × | −3.58% |
−20.44%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × | 0.00% |
−23.54%
2025-04-08 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| SCHD × | −6.72% |
−17.33%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||