All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

VOO,JEPI,JEPY: Total Return Chart (with Dividends Reinvested)

Tue 2023-09-19? to Fri 2025-08-01 YTD
Return
TR
Price
VOO
×
+8.38%
2025-08-01
7.442 TR
2025-08-01
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+2.77%
2025-08-01
1.748 TR
2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+6.40%
2025-08-01
8.131 TR
2025-08-01
Tidal Trust II Exchange-Traded Fund

Returns

Tue 2023-09-19? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
VOO
×
+43.84%
+21.49%/yr
+21.03%/yr
(R2=0.815)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+17.34%
+8.94%/yr
+10.96%/yr
(R2=0.787)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
+713.08%
+207.20%/yr
+279.96%/yr
(R2=0.833)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Tue 2023-09-19? to Fri 2025-08-01 Start
Value
End
Value
VOO
×
$10,000.00
2023-09-19
$14,384.09
2025-08-01
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2023-09-19
$11,733.60
2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
$10,000.00
2023-09-19
$81,307.82
2025-08-01
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year VOO JEPI JEPY
2025 (YTD) +8.38% +2.77% +6.40%
2024 +24.98% +12.59% +412.95%
2023 +26.32% +9.83% +48.98%
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

Tue 2023-09-19? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
VOO
×
−2.41% −18.69%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
−2.62% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPY
×
−1.61% −15.85%
2025-04-10
Tidal Trust II Exchange-Traded Fund