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 Wed 2025-07-16 YTD
Return
TR
Price
VOO
×
+7.18%
2025-07-16
7.472 TR
2025-07-16
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+2.90%
2025-07-16
1.77 TR
2025-07-16
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-07-16 Overall
Return
Exponential
Trendline
VOO
×
+129.29%
+17.47%/yr
+12.32%/yr
(R2=0.790)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+77.00%
+11.72%/yr
+9.44%/yr
(R2=0.893)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-07-16 Start
Value
End
Value
VOO
×
$10,000.00
2020-05-21
$22,929.10
2025-07-16
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$17,700.39
2025-07-16
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VOO JEPI
2025 (YTD) +7.18% +2.90%
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 Wed 2025-07-16 Current
Drawdown
Worst
Drawdown
VOO
×
−0.27% −24.52%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
−1.41% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund