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 Mon 2025-04-28 YTD
Return
TR
Price
VOO
×
−5.69%
2025-04-28
6.575 TR
2025-04-28
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
−2.48%
2025-04-28
1.678 TR
2025-04-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
VOO
×
+101.76%
+15.28%/yr
+12.05%/yr
(R2=0.763)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+67.76%
+11.05%/yr
+9.56%/yr
(R2=0.883)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Mon 2025-04-28 Start
Value
End
Value
VOO
×
$10,000.00
2020-05-21
$20,176.42
2025-04-28
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$16,775.73
2025-04-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VOO JEPI
2025 (YTD) −5.69% −2.48%
2024 +24.98% +12.59%
2023 +26.32% +9.82%
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 Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
VOO
×
−9.85% −24.52%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
−6.56% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund