All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2020-05-21? to Thu 2025-08-07 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| IVV × |
+8.62%
2025-08-07 |
7.148 TR
2025-08-07 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPI × |
+2.16%
2025-08-07 |
1.757 TR
2025-08-07 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+8.52%
2025-08-07 |
25.93 TR
2025-08-07 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2025-08-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IVV × |
+132.21%
+17.54%/yr |
+12.45%/yr
(R2=0.797) |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPI × |
+75.75%
+11.42%/yr |
+9.42%/yr
(R2=0.896) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+131.29%
+17.45%/yr |
+12.38%/yr
(R2=0.796) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2025-08-07 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| IVV × |
$10,000.00
2020-05-21 |
$23,220.67
2025-08-07 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$17,574.64
2025-08-07 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2020-05-21 |
$23,128.76
2025-08-07 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Year | IVV | JEPI | SPY |
|---|---|---|---|
| 2025 (YTD) | +8.62% | +2.16% | +8.52% |
| 2024 | +24.93% | +12.59% | +24.89% |
| 2023 | +26.31% | +9.83% | +26.18% |
| 2022 | −18.16% | −3.49% | −18.18% |
| 2021 | +28.76% | +21.53% | +28.73% |
| 2020 | +18.40% | +18.61% | +18.33% |
| 2019 | +31.25% | — | +31.22% |
| 2018 | −4.49% | — | −4.57% |
| 2017 | +21.75% | — | +21.71% |
| 2016 | +12.15% | — | +12.00% |
| 2015 | +1.28% | — | +1.23% |
| 2014 | +13.57% | — | +13.46% |
| 2013 | +32.31% | — | +32.31% |
| 2012 | +16.06% | — | +15.99% |
| 2011 | +1.88% | — | +1.90% |
| 2010 | +15.10% | — | +15.06% |
| 2009 | +26.61% | — | +26.35% |
| 2008 | −37.01% | — | −36.79% |
| 2007 | +5.29% | — | +5.15% |
| 2006 | +15.94% | — | +15.85% |
| 2005 | +4.87% | — | +4.83% |
| 2004 | +10.79% | — | +10.70% |
| 2003 | +28.46% | — | +28.18% |
| 2002 | −21.53% | — | −21.58% |
| 2001 | −11.95% | — | −11.76% |
| 2000 | −6.08% | — | −9.74% |
| 1999 | — | — | +20.39% |
| 1998 | — | — | +28.69% |
| 1997 | — | — | +33.48% |
| 1996 | — | — | +22.50% |
| 1995 | — | — | +38.06% |
| 1994 | — | — | +0.40% |
| 1993 | — | — | +8.71% |
| Thu 2020-05-21? to Thu 2025-08-07 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| IVV × | −0.72% |
−24.53%
2022-10-12 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPI × | −2.11% |
−13.71%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × | −0.76% |
−24.50%
2022-10-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||