ULTY,SPY,QQQ,SCHD,JEPQ,VOO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-02-29? to Fri 2025-09-05	YTD Return	TRR Price
ULTY ×	+9.08% 2025-09-05	1.078 TRR 2025-09-05
Tidal Trust II Exchange-Traded Fund
SPY ×	+8.25% 2025-09-05	11.69 TRR 2025-09-05
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+10.08% 2025-09-05	6.764 TRR 2025-09-05
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	+0.44% 2025-09-05	3.572 TRR 2025-09-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+4.01% 2025-09-05	1.415 TRR 2025-09-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	+8.30% 2025-09-05	5.223 TRR 2025-09-05
Vanguard S&P 500 ETF Exchange-Traded Fund

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Returns

Thu 2024-02-29? to Fri 2025-09-05	Overall Return	Exponential Trendline
ULTY ×	+7.82% +5.09%/yr	+6.74%/yr (R2=0.122)
Tidal Trust II Exchange-Traded Fund
SPY ×	+24.36% +15.46%/yr	+11.77%/yr (R2=0.581)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	+26.80% +16.95%/yr	+13.73%/yr (R2=0.550)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	+8.14% +5.29%/yr	+2.96%/yr (R2=0.097)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+18.88% +12.08%/yr	+9.03%/yr (R2=0.463)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	+24.50% +15.54%/yr	+11.84%/yr (R2=0.584)
Vanguard S&P 500 ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2024-02-29? to Fri 2025-09-05	Start Value	End Value
ULTY ×	$10,000.00 2024-02-29	$10,781.62 2025-09-05
Tidal Trust II Exchange-Traded Fund
SPY ×	$10,000.00 2024-02-29	$12,435.92 2025-09-05
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	$10,000.00 2024-02-29	$12,680.17 2025-09-05
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2024-02-29	$10,813.77 2025-09-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2024-02-29	$11,888.32 2025-09-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	$10,000.00 2024-02-29	$12,449.99 2025-09-05
Vanguard S&P 500 ETF Exchange-Traded Fund

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Annual Returns

Year	ULTY	SPY	QQQ	SCHD	JEPQ	VOO
2025 (YTD)	+9.08%	+8.25%	+10.08%	+0.44%	+4.01%	+8.30%
2024	−1.16%	+21.39%	+22.06%	+8.56%	+21.39%	+21.47%
2023	—	+22.09%	+49.84%	+1.16%	+31.88%	+22.23%
2022	—	−23.14%	−36.67%	−9.14%	−15.04%	−23.14%
2021	—	+20.26%	+19.04%	+21.34%	—	+20.33%
2020	—	+16.74%	+46.62%	+13.48%	—	+16.73%
2019	—	+28.29%	+35.86%	+24.41%	—	+28.43%
2018	—	−6.36%	−2.00%	−7.31%	—	−6.29%
2017	—	+19.19%	+29.92%	+18.32%	—	+19.25%
2016	—	+9.72%	+4.92%	+14.15%	—	+9.89%
2015	—	+0.50%	+8.64%	−1.08%	—	+0.59%
2014	—	+12.62%	+18.29%	+10.83%	—	+12.70%
2013	—	+30.35%	+34.62%	+30.96%	—	+30.42%
2012	—	+14.02%	+16.10%	+9.50%	—	+14.02%
2011	—	−1.04%	+0.40%	+5.73%	—	−1.04%
2010	—	+13.36%	+18.14%	—	—	+14.34%
2009	—	+23.01%	+50.62%	—	—	—
2008	—	−36.85%	−41.78%	—	—	—
2007	—	+1.01%	+14.35%	—	—	—
2006	—	+13.01%	+4.52%	—	—	—
2005	—	+1.35%	−1.79%	—	—	—
2004	—	+7.20%	+7.03%	—	—	—
2003	—	+25.82%	+46.93%	—	—	—
2002	—	−23.41%	−38.83%	—	—	—
2001	—	−13.11%	−34.36%	—	—	—
2000	—	−12.70%	−38.21%	—	—	—
1999	—	+17.24%	+75.07%	—	—	—
1998	—	+26.66%	—	—	—	—
1997	—	+31.24%	—	—	—	—
1996	—	+18.55%	—	—	—	—
1995	—	+34.64%	—	—	—	—
1994	—	−2.21%	—	—	—	—
1993	—	+6.28%	—	—	—	—

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Drawdowns

Thu 2024-02-29? to Fri 2025-09-05	Current Drawdown	Worst Drawdown
ULTY ×	−4.09%	−27.66% 2025-04-08
Tidal Trust II Exchange-Traded Fund
SPY ×	−0.32%	−19.12% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ ×	−0.90%	−23.54% 2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SCHD ×	−6.24%	−17.33% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	0.00%	−20.44% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	−0.32%	−19.05% 2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund