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

Total Real Returns

JEPQ,SPLG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2022-05-04? to Fri 2025-09-19 YTD
Return
TRR
Price
JEPQ
×
+6.38%
2025-09-19
1.447 TRR
2025-09-19
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPLG
×
+11.17%
2025-09-19
4.848 TRR
2025-09-19
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-09-19 Overall
Return
Exponential
Trendline
JEPQ
×
+44.71%
+11.56%/yr
+17.20%/yr
(R2=0.894)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPLG
×
+45.35%
+11.71%/yr
+16.69%/yr
(R2=0.903)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-09-19 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$14,470.89
2025-09-19
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPLG
×
$10,000.00
2022-05-04
$14,534.99
2025-09-19
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year JEPQ SPLG
2025 (YTD) +6.38% +11.17%
2024 +21.40% +21.49%
2023 +31.88% +22.14%
2022 −15.04% −23.07%
2021 +20.30%
2020 +16.92%
2019 +29.04%
2018 −6.57%
2017 +18.81%
2016 +9.55%
2015 +0.40%
2014 +12.85%
2013 +31.15%
2012 +13.25%
2011 −1.25%
2010 +14.19%
2009 +23.89%
2008 −36.96%
2007 +1.56%
2006 +11.73%
2005 +2.91%

Drawdowns

Wed 2022-05-04? to Fri 2025-09-19 Current
Drawdown
Worst
Drawdown
JEPQ
×
0.00% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPLG
×
0.00% −19.09%
2025-04-08
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund