All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2022-05-04? 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 | ||||||
JEPQ × |
−6.86%
2025-04-28 |
1.381 TR
2025-04-28 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VOO × |
+34.43%
+10.42%/yr |
+20.58%/yr
(R2=0.910) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPI × |
+20.06%
+6.32%/yr |
+11.26%/yr
(R2=0.920) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
+38.08%
+11.42%/yr |
+22.05%/yr
(R2=0.910) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VOO × |
$10,000.00
2022-05-04 |
$13,443.25
2025-04-28 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPI × |
$10,000.00
2022-05-04 |
$12,006.02
2025-04-28 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$13,807.84
2025-04-28 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
Year | VOO | JEPI | JEPQ |
---|---|---|---|
2025 (YTD) | −5.69% | −2.48% | −6.86% |
2024 | +24.98% | +12.59% | +24.89% |
2023 | +26.32% | +9.82% | +36.26% |
2022 | −18.17% | −3.49% | −12.89% |
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% | — | — |
Wed 2022-05-04? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VOO × | −9.85% |
−18.69%
2025-04-08 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPI × | −6.56% |
−13.26%
2025-04-08 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
JEPQ × | −10.96% |
−20.07%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||