All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Thu 2025-10-09 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+7.94%
2025-10-09 |
1.468 TRR
2025-10-09 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × |
+16.45%
2025-10-09 |
7.156 TRR
2025-10-09 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
+12.28%
2025-10-09 |
5.415 TRR
2025-10-09 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2025-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+46.83%
+11.84%/yr |
+17.21%/yr
(R2=0.899) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × |
+68.85%
+16.48%/yr |
+23.16%/yr
(R2=0.906) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
+46.81%
+11.83%/yr |
+16.80%/yr
(R2=0.907) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Thu 2025-10-09 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
$10,000.00
2022-05-04 |
$14,682.80
2025-10-09 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2022-05-04 |
$16,885.09
2025-10-09 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
$10,000.00
2022-05-04 |
$14,680.97
2025-10-09 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Year | JEPQ | QQQ | VOO |
|---|---|---|---|
| 2025 (YTD) | +7.94% | +16.45% | +12.28% |
| 2024 | +21.40% | +22.06% | +21.47% |
| 2023 | +31.87% | +49.84% | +22.23% |
| 2022 | −15.03% | −36.67% | −23.14% |
| 2021 | — | +19.04% | +20.33% |
| 2020 | — | +46.62% | +16.73% |
| 2019 | — | +35.86% | +28.43% |
| 2018 | — | −1.99% | −6.29% |
| 2017 | — | +29.91% | +19.25% |
| 2016 | — | +4.93% | +9.89% |
| 2015 | — | +8.64% | +0.59% |
| 2014 | — | +18.29% | +12.70% |
| 2013 | — | +34.62% | +30.43% |
| 2012 | — | +16.09% | +14.01% |
| 2011 | — | +0.41% | −1.04% |
| 2010 | — | +18.13% | +14.35% |
| 2009 | — | +50.60% | — |
| 2008 | — | −41.77% | — |
| 2007 | — | +14.34% | — |
| 2006 | — | +4.51% | — |
| 2005 | — | −1.78% | — |
| 2004 | — | +7.05% | — |
| 2003 | — | +46.91% | — |
| 2002 | — | −38.83% | — |
| 2001 | — | −34.36% | — |
| 2000 | — | −38.21% | — |
| 1999 | — | +75.09% | — |
| Wed 2022-05-04? to Thu 2025-10-09 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPQ × | −0.05% |
−20.43%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQ × | −0.13% |
−23.54%
2025-04-08 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| VOO × | −0.28% |
−19.06%
2025-04-08 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||