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

Total Real Returns

VOO,JEPQ,JEPI,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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