All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2023-10-26? to Mon 2026-05-11 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+0.25%
2026-05-11 |
1.864 TR
2026-05-11 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × |
+8.70%
2026-05-11 |
1.669 TR
2026-05-11 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+6.61%
2026-05-11 |
1.821 TR
2026-05-11 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
+14.13%
2026-05-11 |
1.944 TR
2026-05-11 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2023-10-26? to Mon 2026-05-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+31.99%
+11.54%/yr |
+9.48%/yr
(R2=0.874) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × |
+71.46%
+23.64%/yr |
+16.66%/yr
(R2=0.902) |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+74.18%
+24.41%/yr |
+17.49%/yr
(R2=0.899) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
+94.38%
+29.90%/yr |
+20.32%/yr
(R2=0.913) |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2023-10-26? to Mon 2026-05-11 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2023-10-26 |
$13,198.50
2026-05-11 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × |
$10,000.00
2023-10-26 |
$17,146.14
2026-05-11 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2023-10-26 |
$17,418.04
2026-05-11 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
$10,000.00
2023-10-26 |
$19,438.42
2026-05-11 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | BALI | JEPQ | GPIQ |
|---|---|---|---|---|
| 2026 (YTD) | +0.25% | +8.70% | +6.61% | +14.13% |
| 2025 | +8.10% | +14.52% | +15.19% | +19.79% |
| 2024 | +12.59% | +22.41% | +24.89% | +23.22% |
| 2023 | +9.83% | +9.52% | +36.28% | +15.38% |
| 2022 | −3.49% | — | −12.89% | — |
| 2021 | +21.53% | — | — | — |
| 2020 | +18.61% | — | — | — |
| Thu 2023-10-26? to Mon 2026-05-11 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.74% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × | −0.06% |
−16.65%
2025-04-08 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | 0.00% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × | 0.00% |
−21.06%
2025-04-08 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Period ending Mon 2026-05-11 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × |
+8.99%/yr +9.03% total |
+7.16%/yr +14.85% total |
+9.01%/yr +29.54% total |
+7.51%/yr +43.64% total |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × |
+29.42%/yr +29.58% total |
+17.97%/yr +39.20% total |
— | — | — | |
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+28.84%/yr +29.00% total |
+17.86%/yr +38.94% total |
+21.16%/yr +77.90% total |
— | — | |
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
+41.26%/yr +41.50% total |
+25.08%/yr +56.50% total |
— | — | — | |
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||