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

Total Real Returns

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

Wed 2022-05-04? to Tue 2025-05-20 YTD
Return
TRR
Price
JEPQ
×
−4.91%
2025-05-20
1.293 TRR
2025-05-20
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VYM
×
+0.85%
2025-05-20
2.861 TRR
2025-05-20
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-05-20 Overall
Return
Exponential
Trendline
JEPQ
×
+29.32%
+8.81%/yr
+18.03%/yr
(R2=0.877)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VYM
×
+15.03%
+4.71%/yr
+9.05%/yr
(R2=0.718)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-05-20 Start
Value
End
Value
JEPQ
×
$10,000.00
2022-05-04
$12,931.76
2025-05-20
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VYM
×
$10,000.00
2022-05-04
$11,503.09
2025-05-20
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year JEPQ VYM
2025 (YTD) −4.91% +0.85%
2024 +21.40% +14.30%
2023 +31.87% +3.13%
2022 −15.05% −6.49%
2021 +17.90%
2020 −0.21%
2019 +21.29%
2018 −7.68%
2017 +14.00%
2016 +14.67%
2015 −0.45%
2014 +12.70%
2013 +28.14%
2012 +10.78%
2011 +7.37%
2010 +12.51%
2009 +14.08%
2008 −31.97%
2007 −2.63%
2006 +2.77%

Drawdowns

Wed 2022-05-04? to Tue 2025-05-20 Current
Drawdown
Worst
Drawdown
JEPQ
×
−8.22% −20.42%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VYM
×
−3.81% −15.92%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund