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 2025-08-28 YTD
Return
TR
Price
VOO
×
+11.44%
2025-08-28
7.769 TR
2025-08-28
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+4.52%
2025-08-28
1.798 TR
2025-08-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Thu 2025-08-28 Overall
Return
Exponential
Trendline
VOO
×
+138.39%
+17.92%/yr
+12.58%/yr
(R2=0.804)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+79.80%
+11.78%/yr
+9.41%/yr
(R2=0.899)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Thu 2025-08-28 Start
Value
End
Value
VOO
×
$10,000.00
2020-05-21
$23,839.49
2025-08-28
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$17,980.21
2025-08-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VOO JEPI
2025 (YTD) +11.44% +4.52%
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 2025-08-28 Current
Drawdown
Worst
Drawdown
VOO
×
0.00% −24.52%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
−0.31% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund