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

Total Real Returns

QQQ vs. TDAQ vs. QQQI vs. BALQ vs. GPIQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Wed 2025-12-03💬 to Mon 2026-08-24 Overall
Return
Exponential
Trendline
QQQ
×
+10.12%
+14.27%/yr
+28.38%/yr
R2=0.546
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
TDAQ
×
+9.19%
+12.94%/yr
+25.36%/yr
R2=0.529
TappAlpha Innovation 100 Growth & Daily Income ETF Exchange-Traded Fund
QQQI
×
+5.89%
+8.24%/yr
+14.85%/yr
R2=0.453
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
BALQ
×
+14.18%
+20.14%/yr
+33.93%/yr
R2=0.639
iShares Nasdaq Premium Income Active ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+9.81%
+13.82%/yr
+24.41%/yr
R2=0.598
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2025-12-03💬 to Mon 2026-08-24 Start
Value
End
Value
QQQ
×
$10,000.00
2025-12-03
$11,012.40
2026-08-24
TDAQ
×
$10,000.00
2025-12-03
$10,919.09
2026-08-24
QQQI
×
$10,000.00
2025-12-03
$10,589.17
2026-08-24
BALQ
×
$10,000.00
2025-12-03
$11,418.09
2026-08-24
GPIQ
×
$10,000.00
2025-12-03
$10,980.88
2026-08-24

This Year’s Performance

through 2026-08-24

  YTD YoY
QQQ
×
+11.61% +20.04%
TDAQ
×
+10.13%
QQQI
×
+6.35% +13.63%
BALQ
×
+14.72%
GPIQ
×
+10.41% +19.14%

Drawdowns

  Current
Drawdown
Worst
Drawdown
QQQ
×
−5.12%
on 2026-08-24
from 2026-06-02 peak
−13.05%
on 2026-03-30
from 2026-01-28 peak
TDAQ
×
−5.67%
on 2026-08-24
from 2026-06-02 peak
−12.64%
on 2026-03-30
from 2026-01-28 peak
QQQI
×
−3.30%
on 2026-08-24
from 2026-06-15 peak
−10.97%
on 2026-03-30
from 2026-01-28 peak
BALQ
×
−3.79%
on 2026-08-24
from 2026-06-30 peak
−13.12%
on 2026-03-30
from 2026-01-28 peak
GPIQ
×
−3.94%
on 2026-08-24
from 2026-06-15 peak
−10.88%
on 2026-03-30
from 2026-01-28 peak

Rolling Returns

Period ending Mon 2026-08-24 1 yr 2 yr 3 yr 5 yr 10 yr
QQQ
×
+20.04% +39.86%
+18.26%/yr
+82.37%
+22.18%/yr
+58.86%
+9.70%/yr
+367.02%
+16.66%/yr
TDAQ
×
QQQI
×
+13.63% +32.19%
+14.98%/yr
BALQ
×
GPIQ
×
+19.14% +38.24%
+17.57%/yr

Annual Returns

Year QQQ TDAQ QQQI BALQ GPIQ
2026 (YTD) +11.61% +10.13% +6.35% +14.72% +10.41%
2025 +17.63% +8.91% +15.54% −0.47% +16.67%
2024 +22.06% +17.09% +19.77%
2023 +49.84% +15.73%
2022 −36.67%
2021 +19.04%
2020 +46.63%
2019 +35.86%
2018 −2.00%
2017 +29.92%
2016 +4.92%
2015 +8.64%
2014 +18.29%
2013 +34.61%
2012 +16.10%
2011 +0.40%
2010 +18.14%
2009 +50.60%
2008 −41.78%
2007 +14.35%
2006 +4.51%
2005 −1.79%
2004 +7.04%
2003 +46.91%
2002 −38.82%
2001 −34.36%
2000 −38.21%
1999 +75.08%