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

Total Real Returns

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

Wed 2022-05-04? to Fri 2025-08-08 YTD
Return
TRR
Price
JEPQ
×
+2.44%
2025-08-08
1.393 TRR
2025-08-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−2.18%
2025-08-08
3.479 TRR
2025-08-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
−3.04%
2025-08-08
1.719 TRR
2025-08-08
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-08-08 Overall
Return
Exponential
Trendline
JEPQ
×
+39.35%
+10.70%/yr
+17.30%/yr
(R2=0.885)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
+3.27%
+0.99%/yr
+5.34%/yr
(R2=0.521)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
+11.26%
+3.32%/yr
+10.09%/yr
(R2=0.818)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-08-08 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$13,934.51
2025-08-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
$10,000.00
2022-05-04
$10,326.55
2025-08-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$11,126.48
2025-08-08
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ SCHD QYLD
2025 (YTD) +2.44% −2.18% −3.04%
2024 +21.40% +8.53% +15.98%
2023 +31.83% +1.16% +18.83%
2022 −15.01% −9.15% −23.99%
2021 +21.37% +3.16%
2020 +13.44% +7.25%
2019 +24.44% +19.95%
2018 −7.32% −4.86%
2017 +18.35% +16.34%
2016 +14.09% +2.63%
2015 −1.00% +6.36%
2014 +10.85% +3.49%
2013 +30.91% +2.01%
2012 +9.49%
2011 +5.73%

Drawdowns

Wed 2022-05-04? to Fri 2025-08-08 Current
Drawdown
Worst
Drawdown
JEPQ
×
−1.11% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD
×
−8.70% −17.32%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
QYLD
×
−6.32% −22.00%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund