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

Total Real Returns

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

Thu 2020-05-21? to Thu 2026-04-02 YTD
Return
TR
Price
VOO
×
−3.55%
2026-04-02
7.922 TR
2026-04-02
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+0.53%
2026-04-02
1.87 TR
2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
VOO
×
+143.12%
+16.36%/yr
+13.66%/yr
(R2=0.856)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+86.95%
+11.26%/yr
+9.41%/yr
(R2=0.923)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2026-04-02 Start
Value
End
Value
VOO
×
$10,000.00
2020-05-21
$24,311.76
2026-04-02
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$18,695.15
2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VOO JEPI
2026 (YTD) −3.55% +0.53%
2025 +17.82% +8.10%
2024 +24.98% +12.59%
2023 +26.32% +9.83%
2022 −18.17% −3.49%
2021 +28.79% +21.53%
2020 +18.32% +18.61%
2019 +31.37%
2018 −4.50%
2017 +21.77%
2016 +12.17%
2015 +1.33%
2014 +13.56%
2013 +32.39%
2012 +15.99%
2011 +1.90%
2010 +14.78%

Drawdowns

Thu 2020-05-21? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
VOO
×
−5.44% −24.52%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
−4.46% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund