All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Fri 2026-05-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+2.83%
2026-05-01 |
1.569 TRR
2026-05-01 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
+14.65%
2026-05-01 |
4.143 TRR
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOO × |
+3.72%
2026-05-01 |
5.741 TRR
2026-05-01 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2026-05-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+56.92%
+11.95%/yr |
+17.02%/yr
(R2=0.929) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
+22.96%
+5.32%/yr |
+6.16%/yr
(R2=0.668) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOO × |
+55.63%
+11.72%/yr |
+16.75%/yr
(R2=0.934) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Fri 2026-05-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
$10,000.00
2022-05-04 |
$15,691.82
2026-05-01 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2022-05-04 |
$12,296.41
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOO × |
$10,000.00
2022-05-04 |
$15,562.71
2026-05-01 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Year | JEPQ | SCHD | VOO |
|---|---|---|---|
| 2026 (YTD) | +2.83% | +14.65% | +3.72% |
| 2025 | +12.19% | +1.61% | +14.75% |
| 2024 | +21.39% | +8.53% | +21.47% |
| 2023 | +31.88% | +1.16% | +22.23% |
| 2022 | −15.04% | −9.12% | −23.14% |
| 2021 | — | +21.34% | +20.33% |
| 2020 | — | +13.46% | +16.73% |
| 2019 | — | +24.44% | +28.43% |
| 2018 | — | −7.30% | −6.29% |
| 2017 | — | +18.30% | +19.25% |
| 2016 | — | +14.07% | +9.89% |
| 2015 | — | −1.01% | +0.59% |
| 2014 | — | +10.90% | +12.70% |
| 2013 | — | +30.87% | +30.43% |
| 2012 | — | +9.50% | +14.01% |
| 2011 | — | +5.72% | −1.04% |
| 2010 | — | — | +14.35% |
| Wed 2022-05-04? to Fri 2026-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPQ × | 0.00% |
−20.43%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHD × | −0.65% |
−17.34%
2025-04-08 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VOO × | 0.00% |
−19.06%
2025-04-08 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||