All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SPLG,JEPQ: Total Return Chart (with Dividends Reinvested)

Wed 2022-05-04? to Tue 2025-08-05 YTD
Return
TR
Price
SPLG
×
+7.85%
2025-08-05
7.48 TR
2025-08-05
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPQ
×
+3.14%
2025-08-05
1.529 TR
2025-08-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-08-05 Overall
Return
Exponential
Trendline
SPLG
×
+53.73%
+14.12%/yr
+20.11%/yr
(R2=0.923)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPQ
×
+52.92%
+13.94%/yr
+20.88%/yr
(R2=0.915)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-08-05 Start
Value
End
Value
SPLG
×
$10,000.00
2022-05-04
$15,372.93
2025-08-05
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$15,291.66
2025-08-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPLG JEPQ
2025 (YTD) +7.85% +3.14%
2024 +25.00% +24.89%
2023 +26.25% +36.26%
2022 −18.10% −12.89%
2021 +28.78%
2020 +18.49%
2019 +31.99%
2018 −4.78%
2017 +21.30%
2016 +11.82%
2015 +1.15%
2014 +13.69%
2013 +33.17%
2012 +15.16%
2011 +1.71%
2010 +15.89%
2009 +27.23%
2008 −36.90%
2007 +5.74%
2006 +14.54%
2005 +2.08%

Drawdowns

Wed 2022-05-04? to Tue 2025-08-05 Current
Drawdown
Worst
Drawdown
SPLG
×
−1.39% −18.72%
2025-04-08
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPQ
×
−1.39% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund