All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2022-05-04? to Tue 2025-07-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| IVV × |
+6.09%
2025-07-01 |
6.981 TR
2025-07-01 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+0.39%
2025-07-01 |
1.488 TR
2025-07-01 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Tue 2025-07-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IVV × |
+51.22%
+13.98%/yr |
+20.07%/yr
(R2=0.916) |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+48.84%
+13.41%/yr |
+21.10%/yr
(R2=0.910) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Tue 2025-07-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| IVV × |
$10,000.00
2022-05-04 |
$15,121.60
2025-07-01 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$14,884.13
2025-07-01 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | IVV | JEPQ |
|---|---|---|
| 2025 (YTD) | +6.09% | +0.39% |
| 2024 | +24.93% | +24.89% |
| 2023 | +26.31% | +36.27% |
| 2022 | −18.16% | −12.89% |
| 2021 | +28.76% | — |
| 2020 | +18.40% | — |
| 2019 | +31.25% | — |
| 2018 | −4.49% | — |
| 2017 | +21.75% | — |
| 2016 | +12.15% | — |
| 2015 | +1.28% | — |
| 2014 | +13.57% | — |
| 2013 | +32.31% | — |
| 2012 | +16.06% | — |
| 2011 | +1.88% | — |
| 2010 | +15.10% | — |
| 2009 | +26.61% | — |
| 2008 | −37.01% | — |
| 2007 | +5.29% | — |
| 2006 | +15.94% | — |
| 2005 | +4.87% | — |
| 2004 | +10.79% | — |
| 2003 | +28.46% | — |
| 2002 | −21.53% | — |
| 2001 | −11.95% | — |
| 2000 | −6.08% | — |
| Wed 2022-05-04? to Tue 2025-07-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| IVV × | −0.04% |
−18.75%
2025-04-08 |
||||
| iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
| JEPQ × | −4.02% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||