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

Thu 2020-05-21? to Wed 2025-04-02	YTD Return	TRR Price
SCHD ×	+1.57% 2025-04-02	3.612 TRR 2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−0.45% 2025-04-02	1.391 TRR 2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	−6.41% 2025-04-02	1.661 TRR 2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Returns

Thu 2020-05-21? to Wed 2025-04-02	Overall Return	Exponential Trendline
SCHD ×	+57.55% +9.79%/yr	+4.43%/yr (R2=0.344)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	+39.13% +7.02%/yr	+4.44%/yr (R2=0.576)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	+18.66% +3.58%/yr	+0.89%/yr (R2=0.019)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21? to Wed 2025-04-02	Start Value	End Value
SCHD ×	$10,000.00 2020-05-21	$15,754.66 2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$13,912.62 2025-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	$10,000.00 2020-05-21	$11,865.72 2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	JEPI	QYLD
2025 (YTD)	+1.57%	−0.45%	−6.41%
2024	+8.50%	+9.44%	+16.04%
2023	+1.16%	+6.28%	+18.83%
2022	−9.12%	−9.35%	−24.01%
2021	+21.35%	+13.52%	+3.13%
2020	+13.46%	+16.77%	+7.30%
2019	+24.49%	—	+19.92%
2018	−7.33%	—	−4.87%
2017	+18.31%	—	+16.30%
2016	+14.11%	—	+2.64%
2015	−1.00%	—	+6.47%
2014	+10.86%	—	+3.39%
2013	+30.86%	—	+2.08%
2012	+9.50%	—	—
2011	+5.71%	—	—

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Drawdowns

Thu 2020-05-21? to Wed 2025-04-02	Current Drawdown	Worst Drawdown
SCHD ×	−5.20%	−21.68% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPI ×	−4.60%	−18.27% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD ×	−9.59%	−29.58% 2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund