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

Total Real Returns

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

Wed 2022-05-04? to Thu 2025-07-03 YTD
Return
TR
Price
VYM
×
+7.86%
2025-07-03
4.788 TR
2025-07-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+1.97%
2025-07-03
1.512 TR
2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
VYM
×
+34.11%
+9.72%/yr
+12.39%/yr
(R2=0.849)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+51.18%
+13.95%/yr
+21.08%/yr
(R2=0.910)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Thu 2025-07-03 Start
Value
End
Value
VYM
×
$10,000.00
2022-05-04
$13,411.08
2025-07-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$15,118.27
2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VYM JEPQ
2025 (YTD) +7.86% +1.97%
2024 +17.60% +24.90%
2023 +6.59% +36.26%
2022 −0.45% −12.89%
2021 +26.20%
2020 +1.14%
2019 +24.06%
2018 −5.92%
2017 +16.42%
2016 +17.04%
2015 +0.28%
2014 +13.54%
2013 +30.08%
2012 +12.69%
2011 +10.55%
2010 +14.22%
2009 +17.19%
2008 −31.92%
2007 +1.37%
2006 +2.83%

Drawdowns

Wed 2022-05-04? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
VYM
×
0.00% −14.46%
2025-04-08
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−2.51% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund