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

Total Real Returns

VOO,JEPQ: Total Return Chart (with Dividends Reinvested)

Wed 2022-05-04? to Tue 2025-02-25 YTD
Return
TR
Price
VOO
×
+1.41%
2025-02-25
7.07 TR
2025-02-25
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
+0.81%
2025-02-25
1.495 TR
2025-02-25
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-02-25 Overall
Return
Exponential
Trendline
VOO
×
+44.55%
+13.99%/yr
+21.86%/yr
(R2=0.923)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
+49.46%
+15.35%/yr
+23.58%/yr
(R2=0.927)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-02-25 Start
Value
End
Value
VOO
×
$10,000.00
2022-05-04
$14,454.70
2025-02-25
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$14,946.02
2025-02-25
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VOO JEPQ
2025 (YTD) +1.41% +0.81%
2024 +24.98% +24.90%
2023 +26.32% +36.27%
2022 −18.17% −12.89%
2021 +28.79%
2020 +18.32%
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

Wed 2022-05-04? to Tue 2025-02-25 Current
Drawdown
Worst
Drawdown
VOO
×
−3.06% −16.70%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
−3.62% −16.82%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund