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

Total Real Returns

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

Growth of $10,000

Wed 2022-05-04šŸ’¬ 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

Growth of $10,000 Summary

Wed 2022-05-04šŸ’¬ 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

This Year’s Performance

through 2026-10-27

  YTD YoY
JEPQ
×
+7.73% +9.29%
VOO
×
+9.15% +9.11%

Drawdowns

  Current
Drawdown
Worst
Drawdown
JEPQ
×
āˆ’2.76%
on 2026-10-27
from 2026-10-07 peak
āˆ’20.43%
on 2025-04-08
from 2025-02-19 peak
VOO
×
āˆ’1.81%
on 2026-10-27
from 2026-08-13 peak
āˆ’19.06%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

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

Annual Returns

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 āˆ’15.03% āˆ’23.14%
2021 — +20.33%
2020 — +16.73%
2019 — +28.43%
2018 — āˆ’6.29%
2017 — +19.25%
2016 — +9.89%
2015 — +0.59%
2014 — +12.71%
2013 — +30.43%
2012 — +14.02%
2011 — āˆ’1.04%
2010 — +14.34%