All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-21? to Mon 2025-02-10 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
DGRO × |
+3.27%
2025-02-10 |
2.482 TRR
2025-02-10 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
JEPI × |
+2.96%
2025-02-10 |
1.439 TRR
2025-02-10 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Mon 2025-02-10 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
DGRO × |
+59.23%
+10.35%/yr |
+4.76%/yr
(R2=0.408) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
JEPI × |
+43.88%
+8.00%/yr |
+4.33%/yr
(R2=0.545) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Mon 2025-02-10 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
DGRO × |
$10,000.00
2020-05-21 |
$15,923.33
2025-02-10 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
JEPI × |
$10,000.00
2020-05-21 |
$14,387.63
2025-02-10 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Year | DGRO | JEPI |
---|---|---|
2025 (YTD) | +3.27% | +2.96% |
2024 | +13.35% | +9.42% |
2023 | +6.89% | +6.26% |
2022 | −13.50% | −9.35% |
2021 | +18.32% | +13.56% |
2020 | +8.03% | +16.75% |
2019 | +26.98% | — |
2018 | −4.21% | — |
2017 | +20.48% | — |
2016 | +12.85% | — |
2015 | −1.42% | — |
2014 | +10.08% | — |
Thu 2020-05-21? to Mon 2025-02-10 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
DGRO × | −1.90% |
−24.14%
2022-10-12 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
JEPI × | −1.35% |
−18.27%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||