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