All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2023-10-26💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+1.29%
2026-06-12 |
+7.58%
2026-06-12 |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| BALI × |
+10.01%
2026-06-12 |
+23.45%
2026-06-12 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+7.85%
2026-06-12 |
+25.54%
2026-06-12 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
+15.73%
2026-06-12 |
+33.16%
2026-06-12 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2023-10-26💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+33.36%
+11.58%/yr |
+9.20%/yr
(R2=0.873) |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| BALI × |
+73.53%
+23.33%/yr |
+17.00%/yr
(R2=0.911) |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+76.22%
+24.05%/yr |
+17.74%/yr
(R2=0.909) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
+97.12%
+29.46%/yr |
+21.09%/yr
(R2=0.917) |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Thu 2023-10-26💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2023-10-26 |
$13,336.03
2026-06-12 |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| BALI × |
$10,000.00
2023-10-26 |
$17,352.97
2026-06-12 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2023-10-26 |
$17,621.53
2026-06-12 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
$10,000.00
2023-10-26 |
$19,711.51
2026-06-12 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | BALI | JEPQ | GPIQ |
|---|---|---|---|---|
| 2026 (YTD) | +1.29% | +10.01% | +7.85% | +15.73% |
| 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 Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−3.75%
from 2026-02-27 peak |
−13.26%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| BALI × |
−1.49%
from 2026-06-02 peak |
−16.65%
2025-04-08 from 2024-12-05 peak |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
−1.64%
from 2026-06-02 peak |
−20.07%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
−2.35%
from 2026-06-02 peak |
−21.06%
2025-04-08 from 2025-02-19 peak |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × | +7.58% |
+16.72% +8.04%/yr |
+30.22% +9.20%/yr |
+43.29% +7.46%/yr |
— | |
| JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund | ||||||
| BALI × | +23.45% |
+36.28% +16.74%/yr |
— | — | — | |
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | +25.54% |
+35.40% +16.36%/yr |
+72.67% +19.97%/yr |
— | — | |
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × | +33.16% |
+50.39% +22.63%/yr |
— | — | — | |
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
