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

Total Real Returns

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

Wed 2022-05-04? 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
JEPQ
×
−6.71%
2025-04-02
1.269 TRR
2025-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ 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

Returns

Wed 2022-05-04? to Wed 2025-04-02 Overall
Return
Exponential
Trendline
SCHD
×
+7.19%
+2.41%/yr
+6.38%/yr
(R2=0.555)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ
×
+26.87%
+8.51%/yr
+19.25%/yr
(R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
+7.42%
+2.49%/yr
+11.72%/yr
(R2=0.858)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Wed 2025-04-02 Start
Value
End
Value
SCHD
×
$10,000.00
2022-05-04
$10,719.23
2025-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$12,687.04
2025-04-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$10,742.16
2025-04-02
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHD JEPQ QYLD
2025 (YTD) +1.57% −6.71% −6.41%
2024 +8.50% +21.39% +16.04%
2023 +1.16% +31.86% +18.83%
2022 −9.12% −15.04% −24.01%
2021 +21.35% +3.13%
2020 +13.46% +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%

Drawdowns

Wed 2022-05-04? to Wed 2025-04-02 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.20% −16.23%
2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ
×
−9.96% −19.02%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
−9.59% −22.01%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund