All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2023-09-28? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−1.84%
2026-05-22 |
+5.70%
2026-05-22 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × |
+7.20%
2026-05-22 |
+22.94%
2026-05-22 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| DIVO × |
+2.36%
2026-05-22 |
+13.22%
2026-05-22 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-09-28? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+19.46%
+6.95%/yr |
+6.74%/yr
(R2=0.764) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × |
+56.31%
+18.38%/yr |
+14.17%/yr
(R2=0.870) |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| DIVO × |
+37.39%
+12.75%/yr |
+12.84%/yr
(R2=0.921) |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-09-28? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2023-09-28 |
$11,945.79
2026-05-22 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × |
$10,000.00
2023-09-28 |
$15,630.58
2026-05-22 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| DIVO × |
$10,000.00
2023-09-28 |
$13,739.46
2026-05-22 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Year | JEPI | BALI | DIVO |
|---|---|---|---|
| 2026 (YTD) | −1.84% | +7.20% | +2.36% |
| 2025 | +5.28% | +11.54% | +11.97% |
| 2024 | +9.43% | +18.98% | +12.96% |
| 2023 | +6.27% | +9.86% | +3.49% |
| 2022 | −9.35% | — | −7.45% |
| 2021 | +13.54% | — | +14.80% |
| 2020 | +16.76% | — | +10.90% |
| 2019 | — | — | +22.11% |
| 2018 | — | — | −4.99% |
| 2017 | — | — | +18.89% |
| 2016 | — | — | −0.58% |
| Thu 2023-09-28? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−5.95%
from 2026-02-27 peak |
−14.46%
2025-04-08 from 2024-11-29 peak |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × | — |
−17.83%
2025-04-08 from 2024-12-05 peak |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| DIVO × |
−3.30%
from 2026-02-09 peak |
−13.07%
2025-04-08 from 2024-11-29 peak |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × | +5.70% |
+8.64% +4.23%/yr |
+18.61% +5.85%/yr |
+16.37% +3.08%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| BALI × | +22.94% |
+31.59% +14.72%/yr |
— | — | — | |
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| DIVO × | +13.22% |
+22.31% +10.60%/yr |
+37.96% +11.32%/yr |
+31.31% +5.60%/yr |
— | |
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||