All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2024-03-07? to Fri 2025-06-20 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−3.30%
2025-06-20 |
3.439 TRR
2025-06-20 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
QDTE × |
−2.41%
2025-06-20 |
1.115 TRR
2025-06-20 |
||||
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
MSTY × |
+21.77%
2025-06-20 |
3.59 TRR
2025-06-20 |
||||
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Fri 2025-06-20 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+2.77%
+2.15%/yr |
+3.63%/yr
(R2=0.093) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
QDTE × |
+11.54%
+8.86%/yr |
+9.62%/yr
(R2=0.252) |
||||
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
MSTY × |
+140.98%
+98.08%/yr |
+103.49%/yr
(R2=0.734) |
||||
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
Thu 2024-03-07? to Fri 2025-06-20 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2024-03-07 |
$10,277.14
2025-06-20 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
QDTE × |
$10,000.00
2024-03-07 |
$11,153.72
2025-06-20 |
||||
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
MSTY × |
$10,000.00
2024-03-07 |
$24,098.07
2025-06-20 |
||||
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||
Year | SCHD | QDTE | MSTY |
---|---|---|---|
2025 (YTD) | −3.30% | −2.41% | +21.77% |
2024 | +8.53% | +14.29% | +194.78% |
2023 | +1.15% | — | — |
2022 | −9.14% | — | — |
2021 | +21.35% | — | — |
2020 | +13.48% | — | — |
2019 | +24.46% | — | — |
2018 | −7.34% | — | — |
2017 | +18.33% | — | — |
2016 | +14.10% | — | — |
2015 | −1.00% | — | — |
2014 | +10.79% | — | — |
2013 | +30.95% | — | — |
2012 | +9.49% | — | — |
2011 | +5.73% | — | — |
Thu 2024-03-07? to Fri 2025-06-20 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −9.74% |
−17.31%
2025-04-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
QDTE × | −7.27% |
−23.49%
2025-04-21 |
||||
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund | ||||||
MSTY × | −11.76% |
−41.51%
2025-03-10 |
||||
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund | ||||||