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 Tue 2025-05-20 YTD
Return
TR
Price
VOO
×
+1.48%
2025-05-20
7.074 TR
2025-05-20
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+0.55%
2025-05-20
1.73 TR
2025-05-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Tue 2025-05-20 Overall
Return
Exponential
Trendline
VOO
×
+117.09%
+16.78%/yr
+12.08%/yr
(R2=0.770)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+72.96%
+11.59%/yr
+9.51%/yr
(R2=0.886)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Tue 2025-05-20 Start
Value
End
Value
VOO
×
$10,000.00
2020-05-21
$21,708.71
2025-05-20
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$17,296.04
2025-05-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VOO JEPI
2025 (YTD) +1.48% +0.55%
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 Tue 2025-05-20 Current
Drawdown
Worst
Drawdown
VOO
×
−3.00% −24.52%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
−3.66% −13.71%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund