All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2023-10-26? to Fri 2025-12-12 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+17.35%
2025-12-12 |
28.04 TR
2025-12-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × |
+14.18%
2025-12-12 |
1.693 TR
2025-12-12 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
+19.18%
2025-12-12 |
1.695 TR
2025-12-12 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| BALI × |
+13.62%
2025-12-12 |
1.523 TR
2025-12-12 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| BBHY × |
+7.85%
2025-12-12 |
1.546 TR
2025-12-12 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| GPIX × |
+15.64%
2025-12-12 |
1.598 TR
2025-12-12 |
||||
| Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHB × |
+16.85%
2025-12-12 |
8.462 TR
2025-12-12 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
+8.22%
2025-12-12 |
1.862 TR
2025-12-12 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-10-26? to Fri 2025-12-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+69.53%
+28.12%/yr |
+20.22%/yr
(R2=0.873) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × |
+61.96%
+25.40%/yr |
+17.22%/yr
(R2=0.846) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
+69.45%
+28.09%/yr |
+20.38%/yr
(R2=0.875) |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| BALI × |
+56.50%
+23.40%/yr |
+16.84%/yr
(R2=0.856) |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| BBHY × |
+25.99%
+11.45%/yr |
+9.06%/yr
(R2=0.948) |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| GPIX × |
+59.76%
+24.60%/yr |
+17.96%/yr
(R2=0.886) |
||||
| Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHB × |
+69.08%
+27.96%/yr |
+19.80%/yr
(R2=0.862) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
+31.81%
+13.85%/yr |
+9.38%/yr
(R2=0.814) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-10-26? to Fri 2025-12-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2023-10-26 |
$16,952.87
2025-12-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2023-10-26 |
$16,196.16
2025-12-12 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × |
$10,000.00
2023-10-26 |
$16,945.00
2025-12-12 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| BALI × |
$10,000.00
2023-10-26 |
$15,650.50
2025-12-12 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| BBHY × |
$10,000.00
2023-10-26 |
$12,598.62
2025-12-12 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| GPIX × |
$10,000.00
2023-10-26 |
$15,975.86
2025-12-12 |
||||
| Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHB × |
$10,000.00
2023-10-26 |
$16,908.04
2025-12-12 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2023-10-26 |
$13,181.12
2025-12-12 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | SPY | JEPQ | GPIQ | BALI | BBHY | GPIX | SCHB | JEPI |
|---|---|---|---|---|---|---|---|---|
| 2025 (YTD) | +17.35% | +14.18% | +19.18% | +13.62% | +7.85% | +15.64% | +16.85% | +8.22% |
| 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 | −36.79% | — | — | — | — | — | — | — |
| 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 | +33.47% | — | — | — | — | — | — | — |
| 1996 | +22.50% | — | — | — | — | — | — | — |
| 1995 | +38.06% | — | — | — | — | — | — | — |
| 1994 | +0.40% | — | — | — | — | — | — | — |
| 1993 | +8.71% | — | — | — | — | — | — | — |
| Thu 2023-10-26? to Fri 2025-12-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −1.08% |
−18.76%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPQ × | −1.47% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| GPIQ × | −1.83% |
−21.06%
2025-04-08 |
||||
| Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| BALI × | −0.91% |
−16.65%
2025-04-08 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| BBHY × | −0.24% |
−5.00%
2025-04-08 |
||||
| JPMorgan BetaBuilders USD High Yield Corporate Bond ETF Exchange-Traded Fund | ||||||
| GPIX × | −0.83% |
−17.50%
2025-04-08 |
||||
| Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SCHB × | −1.13% |
−19.34%
2025-04-08 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| JEPI × | −0.10% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||