XDTE,JEPQ,SCHD,VOO,VGT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-03-07? to Fri 2026-02-06	YTD Return	TRR Price
XDTE ×	+1.56% 2026-02-06	1.277 TRR 2026-02-06
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ ×	+0.42% 2026-02-06	1.532 TRR 2026-02-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+14.44% 2026-02-06	4.136 TRR 2026-02-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO ×	+1.04% 2026-02-06	5.592 TRR 2026-02-06
Vanguard S&P 500 ETF Exchange-Traded Fund
VGT ×	−2.13% 2026-02-06	10.38 TRR 2026-02-06
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund

---

Returns

Thu 2024-03-07? to Fri 2026-02-06	Overall Return	Exponential Trendline
XDTE ×	+27.65% +13.57%/yr	+11.71%/yr (R2=0.641)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ ×	+27.50% +13.49%/yr	+13.20%/yr (R2=0.729)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+23.61% +11.67%/yr	+3.56%/yr (R2=0.203)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO ×	+31.70% +15.43%/yr	+15.05%/yr (R2=0.788)
Vanguard S&P 500 ETF Exchange-Traded Fund
VGT ×	+34.92% +16.89%/yr	+20.39%/yr (R2=0.693)
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund

---

Growth of $10,000

Thu 2024-03-07? to Fri 2026-02-06	Start Value	End Value
XDTE ×	$10,000.00 2024-03-07	$12,765.48 2026-02-06
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2024-03-07	$12,749.84 2026-02-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2024-03-07	$12,360.57 2026-02-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO ×	$10,000.00 2024-03-07	$13,169.69 2026-02-06
Vanguard S&P 500 ETF Exchange-Traded Fund
VGT ×	$10,000.00 2024-03-07	$13,492.05 2026-02-06
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund

---

Annual Returns

Year	XDTE	JEPQ	SCHD	VOO	VGT
2026 (YTD)	+1.56%	+0.42%	+14.44%	+1.04%	−2.13%
2025	+9.69%	+12.19%	+1.63%	+14.75%	+18.60%
2024	+14.60%	+21.39%	+8.54%	+21.48%	+25.68%
2023	—	+31.87%	+1.14%	+22.23%	+47.71%
2022	—	−15.02%	−9.14%	−23.15%	−33.97%
2021	—	—	+21.33%	+20.33%	+21.87%
2020	—	—	+13.50%	+16.73%	+44.08%
2019	—	—	+24.45%	+28.43%	+45.30%
2018	—	—	−7.32%	−6.29%	+0.54%
2017	—	—	+18.36%	+19.25%	+34.24%
2016	—	—	+14.07%	+9.89%	+11.46%
2015	—	—	−1.02%	+0.59%	+4.28%
2014	—	—	+10.84%	+12.71%	+17.14%
2013	—	—	+30.90%	+30.42%	+29.03%
2012	—	—	+9.48%	+14.02%	+12.02%
2011	—	—	+5.73%	−1.04%	−2.37%
2010	—	—	—	+14.34%	+11.12%
2009	—	—	—	—	+57.59%
2008	—	—	—	—	−42.87%
2007	—	—	—	—	+10.25%
2006	—	—	—	—	+6.19%
2005	—	—	—	—	−0.42%
2004	—	—	—	—	−5.49%

---

Drawdowns

Thu 2024-03-07? to Fri 2026-02-06	Current Drawdown	Worst Drawdown
XDTE ×	−0.77%	−20.04% 2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ ×	−2.49%	−20.43% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	0.00%	−17.32% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VOO ×	−0.81%	−19.06% 2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
VGT ×	−7.75%	−28.26% 2025-04-08
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund