All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2023-10-26? to Thu 2026-01-08 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+1.11%
2026-01-08 |
28.45 TR
2026-01-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × |
+1.03%
2026-01-08 |
1.726 TR
2026-01-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
+0.94%
2026-01-08 |
1.719 TR
2026-01-08 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| BALI × |
+0.73%
2026-01-08 |
1.546 TR
2026-01-08 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| BBHY × |
+0.43%
2026-01-08 |
1.562 TR
2026-01-08 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| GPIX × |
+1.00%
2026-01-08 |
1.622 TR
2026-01-08 |
||||
| Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHB × |
+1.49%
2026-01-08 |
8.595 TR
2026-01-08 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
+1.40%
2026-01-08 |
1.886 TR
2026-01-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-10-26? to Thu 2026-01-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+71.96%
+27.89%/yr |
+20.27%/yr
(R2=0.883) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × |
+65.07%
+25.54%/yr |
+17.47%/yr
(R2=0.859) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
+71.92%
+27.87%/yr |
+20.58%/yr
(R2=0.886) |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| BALI × |
+58.89%
+23.38%/yr |
+16.89%/yr
(R2=0.867) |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| BBHY × |
+27.31%
+11.58%/yr |
+9.03%/yr
(R2=0.952) |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| GPIX × |
+62.22%
+24.55%/yr |
+18.06%/yr
(R2=0.896) |
||||
| Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHB × |
+71.73%
+27.81%/yr |
+19.86%/yr
(R2=0.873) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
+33.50%
+14.01%/yr |
+9.41%/yr
(R2=0.829) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-10-26? to Thu 2026-01-08 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2023-10-26 |
$17,196.25
2026-01-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2023-10-26 |
$16,507.46
2026-01-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
$10,000.00
2023-10-26 |
$17,192.29
2026-01-08 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| BALI × |
$10,000.00
2023-10-26 |
$15,888.90
2026-01-08 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| BBHY × |
$10,000.00
2023-10-26 |
$12,731.18
2026-01-08 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| GPIX × |
$10,000.00
2023-10-26 |
$16,222.03
2026-01-08 |
||||
| Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHB × |
$10,000.00
2023-10-26 |
$17,172.53
2026-01-08 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2023-10-26 |
$13,350.23
2026-01-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SPY | JEPQ | GPIQ | BALI | BBHY | GPIX | SCHB | JEPI |
|---|---|---|---|---|---|---|---|---|
| 2026 (YTD) | +1.11% | +1.03% | +0.94% | +0.73% | +0.43% | +1.00% | +1.49% | +1.40% |
| 2025 | +17.72% | +15.19% | +19.79% | +14.52% | +8.52% | +16.26% | +16.94% | +8.10% |
| 2024 | +24.89% | +24.89% | +23.22% | +22.41% | +7.82% | +21.77% | +23.93% | +12.59% |
| 2023 | +26.18% | +36.28% | +15.38% | +9.52% | +11.98% | +13.46% | +26.16% | +9.83% |
| 2022 | −18.18% | −12.89% | — | — | −10.37% | — | −19.46% | −3.49% |
| 2021 | +28.73% | — | — | — | +3.88% | — | +25.84% | +21.53% |
| 2020 | +18.33% | — | — | — | +5.36% | — | +20.76% | +18.61% |
| 2019 | +31.22% | — | — | — | +14.35% | — | +30.79% | — |
| 2018 | −4.57% | — | — | — | −2.50% | — | −5.30% | — |
| 2017 | +21.71% | — | — | — | +6.57% | — | +21.20% | — |
| 2016 | +12.00% | — | — | — | +1.83% | — | +12.67% | — |
| 2015 | +1.23% | — | — | — | — | — | +0.40% | — |
| 2014 | +13.46% | — | — | — | — | — | +12.68% | — |
| 2013 | +32.31% | — | — | — | — | — | +33.19% | — |
| 2012 | +15.99% | — | — | — | — | — | +16.34% | — |
| 2011 | +1.89% | — | — | — | — | — | +1.37% | — |
| 2010 | +15.06% | — | — | — | — | — | +17.10% | — |
| 2009 | +26.35% | — | — | — | — | — | +7.53% | — |
| 2008 | −36.80% | — | — | — | — | — | — | — |
| 2007 | +5.15% | — | — | — | — | — | — | — |
| 2006 | +15.85% | — | — | — | — | — | — | — |
| 2005 | +4.83% | — | — | — | — | — | — | — |
| 2004 | +10.70% | — | — | — | — | — | — | — |
| 2003 | +28.18% | — | — | — | — | — | — | — |
| 2002 | −21.58% | — | — | — | — | — | — | — |
| 2001 | −11.76% | — | — | — | — | — | — | — |
| 2000 | −9.74% | — | — | — | — | — | — | — |
| 1999 | +20.39% | — | — | — | — | — | — | — |
| 1998 | +28.69% | — | — | — | — | — | — | — |
| 1997 | +33.48% | — | — | — | — | — | — | — |
| 1996 | +22.50% | — | — | — | — | — | — | — |
| 1995 | +38.06% | — | — | — | — | — | — | — |
| 1994 | +0.40% | — | — | — | — | — | — | — |
| 1993 | +8.71% | — | — | — | — | — | — | — |
| Thu 2023-10-26? to Thu 2026-01-08 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.33% |
−18.76%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × | −0.36% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × | −0.41% |
−21.06%
2025-04-08 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| BALI × | −0.22% |
−16.65%
2025-04-08 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| BBHY × | 0.00% |
−5.00%
2025-04-08 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| GPIX × | −0.21% |
−17.50%
2025-04-08 |
||||
| Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHB × | −0.30% |
−19.34%
2025-04-08 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × | 0.00% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||