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

Total Real Returns

SPYD,JEPI: Total Return Chart (with Dividends Reinvested)

Thu 2020-05-21💬 to Mon 2026-06-08 YTD
Return
1 Year
Return
SPYD
×
+11.34%
2026-06-08
+17.47%
2026-06-08
SPDR Portfolio S&P 500 High Dividend ETF NYSE Exchange-Traded Fund
JEPI
×
+0.04%
2026-06-08
+7.03%
2026-06-08
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Returns

Thu 2020-05-21💬 to Mon 2026-06-08 Overall
Return
Exponential
Trendline
SPYD
×
+134.34%
+15.12%/yr
+9.98%/yr
(R2=0.753)
SPDR Portfolio S&P 500 High Dividend ETF NYSE Exchange-Traded Fund
JEPI
×
+86.04%
+10.81%/yr
+9.35%/yr
(R2=0.928)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21💬 to Mon 2026-06-08 Start
Value
End
Value
SPYD
×
$10,000.00
2020-05-21
$23,433.58
2026-06-08
SPDR Portfolio S&P 500 High Dividend ETF NYSE Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$18,603.60
2026-06-08
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Annual Returns

Year SPYD JEPI
2026 (YTD) +11.34% +0.04%
2025 +4.65% +8.10%
2024 +15.34% +12.59%
2023 +3.91% +9.83%
2022 −1.17% −3.49%
2021 +32.74% +21.53%
2020 −11.64% +18.61%
2019 +21.20%
2018 −4.89%
2017 +12.67%
2016 +24.59%
2015 −2.60%

Drawdowns

Thu 2020-05-21💬 to Mon 2026-06-08 Current
Drawdown
Worst
Drawdown
SPYD
×
−0.48%
from 2026-06-05 peak
−22.25%
2023-10-27
from 2022-04-20 peak
SPDR Portfolio S&P 500 High Dividend ETF NYSE Exchange-Traded Fund
JEPI
×
−4.93%
from 2026-02-27 peak
−13.71%
2022-09-30
from 2022-04-20 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-08 1
Year
2
Years
3
Years
5
Years
10
Years
SPYD
×
+17.47% +29.07%
+13.61%/yr
+47.32%
+13.78%/yr
+39.65%
+6.91%/yr
+126.25%
+8.51%/yr
SPDR Portfolio S&P 500 High Dividend ETF NYSE Exchange-Traded Fund
JEPI
×
+7.03% +15.06%
+7.27%/yr
+28.64%
+8.76%/yr
+42.12%
+7.28%/yr
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund