IVV,JEPI,SPY: Total Return Chart (with Dividends Reinvested)

Thu 2020-05-21💬 to Wed 2026-06-24	YTD Return	1 Year Return
IVV ×	+8.13% 2026-06-24	+22.31% 2026-06-24
iShares Core S&P 500 ETF Exchange-Traded Fund
JEPI ×	+1.33% 2026-06-24	+7.37% 2026-06-24
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	+8.10% 2026-06-24	+22.18% 2026-06-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Thu 2020-05-21💬 to Wed 2026-06-24	Overall Return	Exponential Trendline
IVV ×	+172.41% +17.88%/yr	+14.03%/yr (R2=0.871)
iShares Core S&P 500 ETF Exchange-Traded Fund
JEPI ×	+88.42% +10.96%/yr	+9.33%/yr (R2=0.929)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	+171.21% +17.80%/yr	+13.95%/yr (R2=0.870)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Thu 2020-05-21💬 to Wed 2026-06-24	Start Value	End Value
IVV ×	$10,000.00 2020-05-21	$27,241.27 2026-06-24
iShares Core S&P 500 ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2020-05-21	$18,842.24 2026-06-24
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	$10,000.00 2020-05-21	$27,120.65 2026-06-24
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	IVV	JEPI	SPY
2026 (YTD)	+8.13%	+1.33%	+8.10%
2025	+17.85%	+8.10%	+17.72%
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	—	—	+22.56%
1995	—	—	+38.04%
1994	—	—	+0.40%
1993	—	—	+8.64%

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Drawdowns

Thu 2020-05-21💬 to Wed 2026-06-24	Current Drawdown	Worst Drawdown
IVV ×	−3.20% from 2026-06-02 peak	−24.53% 2022-10-12 from 2022-01-03 peak
iShares Core S&P 500 ETF Exchange-Traded Fund
JEPI ×	−3.71% from 2026-02-27 peak	−13.71% 2022-09-30 from 2022-04-20 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	−3.22% from 2026-06-02 peak	−24.50% 2022-10-12 from 2022-01-03 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Rolling Returns

Period ending Wed 2026-06-24	1 Year	2 Years	3 Years	5 Years	10 Years
IVV ×	+22.31%	+38.50% +17.69%/yr	+76.12% +20.76%/yr	+85.16% +13.11%/yr	+325.83% +15.59%/yr
iShares Core S&P 500 ETF Exchange-Traded Fund
JEPI ×	+7.37%	+15.66% +7.54%/yr	+29.98% +9.13%/yr	+42.91% +7.40%/yr	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY ×	+22.18%	+38.30% +17.60%/yr	+75.69% +20.67%/yr	+84.56% +13.04%/yr	+323.55% +15.53%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund