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 Fri 2025-05-23 YTD
Return
TR
Price
SPLG
×
−0.85%
2025-05-23
6.876 TR
2025-05-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPQ
×
−4.05%
2025-05-23
1.423 TR
2025-05-23
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
SPLG
×
+41.33%
+12.00%/yr
+20.24%/yr
(R2=0.911)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPQ
×
+42.25%
+12.24%/yr
+21.55%/yr
(R2=0.908)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-05-23 Start
Value
End
Value
SPLG
×
$10,000.00
2022-05-04
$14,132.57
2025-05-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$14,225.46
2025-05-23
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPLG JEPQ
2025 (YTD) −0.85% −4.05%
2024 +25.00% +24.90%
2023 +26.25% +36.27%
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 +2.07%

Drawdowns

Wed 2022-05-04? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
SPLG
×
−5.20% −18.72%
2025-04-08
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
JEPQ
×
−8.27% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund