All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2022-05-04? to Fri 2025-08-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VOO × |
+4.21%
2025-08-01 |
5.026 TRR
2025-08-01 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPQ × |
−1.10%
2025-08-01 |
1.345 TRR
2025-08-01 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
JEPI × |
−1.42%
2025-08-01 |
1.378 TRR
2025-08-01 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SPY × |
+4.18%
2025-08-01 |
11.24 TRR
2025-08-01 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VOO × |
+36.26%
+10.01%/yr |
+16.57%/yr
(R2=0.890) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPQ × |
+34.49%
+9.56%/yr |
+17.33%/yr
(R2=0.884) |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
JEPI × |
+11.33%
+3.36%/yr |
+7.47%/yr
(R2=0.850) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SPY × |
+35.98%
+9.94%/yr |
+16.47%/yr
(R2=0.890) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Wed 2022-05-04? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VOO × |
$10,000.00
2022-05-04 |
$13,626.07
2025-08-01 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPQ × |
$10,000.00
2022-05-04 |
$13,449.14
2025-08-01 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
JEPI × |
$10,000.00
2022-05-04 |
$11,133.13
2025-08-01 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SPY × |
$10,000.00
2022-05-04 |
$13,597.53
2025-08-01 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Year | VOO | JEPQ | JEPI | SPY |
---|---|---|---|---|
2025 (YTD) | +4.21% | −1.10% | −1.42% | +4.18% |
2024 | +21.47% | +21.40% | +9.43% | +21.39% |
2023 | +22.23% | +31.86% | +6.27% | +22.09% |
2022 | −23.14% | −15.05% | −9.34% | −23.15% |
2021 | +20.33% | — | +13.54% | +20.27% |
2020 | +16.73% | — | +16.75% | +16.74% |
2019 | +28.43% | — | — | +28.29% |
2018 | −6.29% | — | — | −6.35% |
2017 | +19.25% | — | — | +19.19% |
2016 | +9.89% | — | — | +9.73% |
2015 | +0.59% | — | — | +0.50% |
2014 | +12.71% | — | — | +12.61% |
2013 | +30.42% | — | — | +30.35% |
2012 | +14.02% | — | — | +14.01% |
2011 | −1.05% | — | — | −1.04% |
2010 | +14.34% | — | — | +13.36% |
2009 | — | — | — | +23.00% |
2008 | — | — | — | −36.85% |
2007 | — | — | — | +1.02% |
2006 | — | — | — | +13.00% |
2005 | — | — | — | +1.35% |
2004 | — | — | — | +7.21% |
2003 | — | — | — | +25.82% |
2002 | — | — | — | −23.41% |
2001 | — | — | — | −13.10% |
2000 | — | — | — | −12.70% |
1999 | — | — | — | +17.24% |
1998 | — | — | — | +26.66% |
1997 | — | — | — | +31.23% |
1996 | — | — | — | +18.56% |
1995 | — | — | — | +34.65% |
1994 | — | — | — | −2.23% |
1993 | — | — | — | +6.29% |
Wed 2022-05-04? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VOO × | −2.46% |
−19.05%
2025-04-08 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
JEPQ × | −4.54% |
−20.44%
2025-04-08 |
||||
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
JEPI × | −5.54% |
−14.47%
2025-04-08 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SPY × | −2.46% |
−19.12%
2025-04-08 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||