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

Total Real Returns

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

Thu 2024-03-07? to Tue 2025-07-01 YTD
Return
TR
Price
XDTE
×
+1.46%
2025-07-01
1.181 TR
2025-07-01
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ
×
+0.39%
2025-07-01
1.488 TR
2025-07-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
+6.07%
2025-07-01
7.394 TR
2025-07-01
Vanguard S&P 500 ETF Exchange-Traded Fund
VGT
×
+5.82%
2025-07-01
16.13 TR
2025-07-01
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2025-07-01 Overall
Return
Exponential
Trendline
XDTE
×
+18.08%
+13.45%/yr
+10.84%/yr
(R2=0.373)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ
×
+15.39%
+11.48%/yr
+10.28%/yr
(R2=0.446)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
+22.35%
+16.55%/yr
+12.45%/yr
(R2=0.538)
Vanguard S&P 500 ETF Exchange-Traded Fund
VGT
×
+24.92%
+18.40%/yr
+12.13%/yr
(R2=0.304)
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Tue 2025-07-01 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$11,808.36
2025-07-01
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-03-07
$11,539.14
2025-07-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
$10,000.00
2024-03-07
$12,234.56
2025-07-01
Vanguard S&P 500 ETF Exchange-Traded Fund
VGT
×
$10,000.00
2024-03-07
$12,491.53
2025-07-01
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year XDTE JEPQ VOO VGT
2025 (YTD) +1.46% +0.39% +6.07% +5.82%
2024 +16.38% +24.89% +24.98% +29.30%
2023 +36.27% +26.32% +52.66%
2022 −12.89% −18.17% −29.70%
2021 +28.79% +30.45%
2020 +18.32% +46.04%
2019 +31.37% +48.62%
2018 −4.50% +2.46%
2017 +21.77% +37.08%
2016 +12.17% +13.77%
2015 +1.33% +5.05%
2014 +13.56% +18.02%
2013 +32.39% +30.97%
2012 +15.99% +13.96%
2011 +1.90% +0.54%
2010 +14.78% +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 Tue 2025-07-01 Current
Drawdown
Worst
Drawdown
XDTE
×
−2.74% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPQ
×
−4.02% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO
×
−0.05% −18.69%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
VGT
×
−1.03% −27.23%
2025-04-08
Vanguard Information Technology Index Fund ETF Shares Exchange-Traded Fund