All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2020-05-21? to Tue 2025-07-15 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
JEPI × |
+2.53%
2025-07-15 |
1.764 TR
2025-07-15 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
VIG × |
+5.30%
2025-07-15 |
6.003 TR
2025-07-15 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+76.38%
+11.65%/yr |
+9.44%/yr
(R2=0.892) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
VIG × |
+98.70%
+14.26%/yr |
+10.30%/yr
(R2=0.834) |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2020-05-21 |
$17,637.91
2025-07-15 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
VIG × |
$10,000.00
2020-05-21 |
$19,869.66
2025-07-15 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | JEPI | VIG |
---|---|---|
2025 (YTD) | +2.53% | +5.30% |
2024 | +12.59% | +16.99% |
2023 | +9.82% | +14.51% |
2022 | −3.49% | −9.81% |
2021 | +21.53% | +23.76% |
2020 | +18.61% | +15.43% |
2019 | — | +29.62% |
2018 | — | −2.08% |
2017 | — | +22.22% |
2016 | — | +11.96% |
2015 | — | −1.94% |
2014 | — | +10.08% |
2013 | — | +28.87% |
2012 | — | +11.65% |
2011 | — | +6.16% |
2010 | — | +14.74% |
2009 | — | +19.58% |
2008 | — | −26.69% |
2007 | — | +5.63% |
2006 | — | +8.55% |
Thu 2020-05-21? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPI × | −1.76% |
−13.71%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
VIG × | −1.67% |
−20.39%
2022-09-30 |
||||
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||