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

Total Real Returns

XDTE,JEPQ,VGT: Total Return Chart (with Dividends Reinvested)

Thu 2024-03-07? to Thu 2025-05-01 YTD
Return
TR
Price
XDTE
×
−9.38%
2025-05-01
1.055 TR
2025-05-01
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ
×
−6.92%
2025-05-01
1.38 TR
2025-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VGT
×
−9.96%
2025-05-01
13.73 TR
2025-05-01
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2024-03-07? to Thu 2025-05-01 Overall
Return
Exponential
Trendline
XDTE
×
+5.47%
+4.74%/yr
+13.86%/yr
(R2=0.416)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ
×
+6.98%
+6.05%/yr
+11.83%/yr
(R2=0.425)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VGT
×
+6.29%
+5.45%/yr
+11.55%/yr
(R2=0.219)
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Thu 2025-05-01 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$10,546.88
2025-05-01
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-03-07
$10,698.46
2025-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VGT
×
$10,000.00
2024-03-07
$10,628.71
2025-05-01
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year XDTE JEPQ VGT
2025 (YTD) −9.38% −6.92% −9.96%
2024 +16.39% +24.89% +29.30%
2023 +36.26% +52.66%
2022 −12.89% −29.70%
2021 +30.45%
2020 +46.04%
2019 +48.62%
2018 +2.46%
2017 +37.08%
2016 +13.77%
2015 +5.05%
2014 +18.02%
2013 +30.97%
2012 +13.96%
2011 +0.54%
2010 +12.78%
2009 +61.89%
2008 −42.82%
2007 +14.78%
2006 +8.85%
2005 +3.00%
2004 −2.86%

Drawdowns

Thu 2024-03-07? to Thu 2025-05-01 Current
Drawdown
Worst
Drawdown
XDTE
×
−13.13% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ
×
−11.01% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VGT
×
−13.49% −27.23%
2025-04-08
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund