All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPQ vs. QQQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Wed 2022-05-04💬 to Mon 2026-07-20 Overall
Return 		Exponential
Trendline
JEPQ × 		+57.64%
+11.41%/yr 		+16.93%/yr
R2=0.937
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ × 		+87.60%
+16.12%/yr 		+22.74%/yr
R2=0.938
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2022-05-04💬 to Mon 2026-07-20 Start
Value 		End
Value
JEPQ × 		$10,000.00
2022-05-04 		$15,764.11
2026-07-20
QQQ × 		$10,000.00
2022-05-04 		$18,760.26
2026-07-20

This Year’s Performance

through 2026-07-20

  YTD YoY
JEPQ × 		+3.31% +15.13%
QQQ × 		+10.00% +20.24%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPQ × 		−3.86%
on 2026-07-20
from 2026-06-30 peak 		−20.43%
on 2025-04-08
from 2025-02-19 peak
QQQ × 		−6.49%
on 2026-07-20
from 2026-06-02 peak 		−23.54%
on 2025-04-08
from 2024-12-16 peak

Rolling Returns

Period ending Mon 2026-07-20 1 yr 2 yr 3 yr 5 yr 10 yr
JEPQ × 		+15.13% +26.88%
+12.64%/yr 		+51.08%
+14.75%/yr 		— —
QQQ × 		+20.24% +39.07%
+17.93%/yr 		+71.62%
+19.73%/yr 		+62.82%
+10.24%/yr 		+373.84%
+16.83%/yr

Annual Returns

Year JEPQ QQQ
2026 (YTD) +3.31% +10.00%
2025 +12.19% +17.63%
2024 +21.40% +22.06%
2023 +31.87% +49.84%
2022 −15.03% −36.67%
2021 — +19.04%
2020 — +46.63%
2019 — +35.86%
2018 — −2.00%
2017 — +29.92%
2016 — +4.92%
2015 — +8.64%
2014 — +18.29%
2013 — +34.61%
2012 — +16.10%
2011 — +0.40%
2010 — +18.14%
2009 — +50.60%
2008 — −41.78%
2007 — +14.35%
2006 — +4.51%
2005 — −1.79%
2004 — +7.04%
2003 — +46.91%
2002 — −38.82%
2001 — −34.36%
2000 — −38.21%
1999 — +75.08%