All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04š¬ to Tue 2026-10-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPQ × |
+64.40%
+11.73%/yr |
+16.73%/yr
R2=0.946 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| VOO × |
+63.77%
+11.64%/yr |
+16.78%/yr
R2=0.952 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04š¬ to Tue 2026-10-27 |
Start
Value |
End
Value |
|---|---|---|
| JEPQ × |
$10,000.00
2022-05-04 |
$16,439.91
2026-10-27 |
| VOO × |
$10,000.00
2022-05-04 |
$16,377.45
2026-10-27 |
| YTD | YoY | |
|---|---|---|
| JEPQ × | +7.73% | +9.29% |
| VOO × | +9.15% | +9.11% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| JEPQ × |
ā2.76%
on 2026-10-27 from 2026-10-07 peak |
ā20.43%
on 2025-04-08 from 2025-02-19 peak |
| VOO × |
ā1.81%
on 2026-10-27 from 2026-08-13 peak |
ā19.06%
on 2025-04-08 from 2025-02-19 peak |
| Period ending Tue 2026-10-27 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| JEPQ × | +9.29% |
+26.24% +12.36%/yr |
+66.18% +18.45%/yr |
— | — |
| VOO × | +9.11% |
+27.19% +12.78%/yr |
+77.39% +21.05%/yr |
+48.72% +8.26%/yr |
+204.46% +11.78%/yr |
| Year | JEPQ | VOO |
|---|---|---|
| 2026 (YTD) | +7.73% | +9.15% |
| 2025 | +12.19% | +14.75% |
| 2024 | +21.40% | +21.47% |
| 2023 | +31.87% | +22.23% |
| 2022 | ā15.03% | ā23.14% |
| 2021 | — | +20.33% |
| 2020 | — | +16.73% |
| 2019 | — | +28.43% |
| 2018 | — | ā6.29% |
| 2017 | — | +19.25% |
| 2016 | — | +9.89% |
| 2015 | — | +0.59% |
| 2014 | — | +12.71% |
| 2013 | — | +30.43% |
| 2012 | — | +14.02% |
| 2011 | — | ā1.04% |
| 2010 | — | +14.34% |