All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

DGRW,JEPQ: Total Return Chart (with Dividends Reinvested)

Wed 2022-05-04? to Fri 2025-05-02 YTD
Return
TR
Price
DGRW
×
−2.11%
2025-05-02
4.036 TR
2025-05-02
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund
JEPQ
×
−5.07%
2025-05-02
1.408 TR
2025-05-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-05-02 Overall
Return
Exponential
Trendline
DGRW
×
+32.40%
+9.82%/yr
+17.11%/yr
(R2=0.913)
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund
JEPQ
×
+40.75%
+12.09%/yr
+21.93%/yr
(R2=0.910)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-05-02 Start
Value
End
Value
DGRW
×
$10,000.00
2022-05-04
$13,239.97
2025-05-02
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$14,075.11
2025-05-02
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year DGRW JEPQ
2025 (YTD) −2.11% −5.07%
2024 +16.98% +24.90%
2023 +18.66% +36.27%
2022 −6.33% −12.89%
2021 +24.46%
2020 +13.83%
2019 +29.55%
2018 −5.38%
2017 +26.90%
2016 +12.10%
2015 −0.26%
2014 +13.74%
2013 +13.17%

Drawdowns

Wed 2022-05-04? to Fri 2025-05-02 Current
Drawdown
Worst
Drawdown
DGRW
×
−7.19% −16.22%
2025-04-08
WisdomTree U.S. Quality Dividend Growth Fund NASDAQ Exchange-Traded Fund
JEPQ
×
−9.24% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund