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 2026-05-22 YTD
Return
1 Year
Return
VOO
×
+6.47%
2026-05-22
+24.58%
2026-05-22
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
+4.35%
2026-05-22
+23.75%
2026-05-22
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−1.84%
2026-05-22
+5.70%
2026-05-22
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
+6.45%
2026-05-22
+24.50%
2026-05-22
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2026-05-22 Overall
Return
Exponential
Trendline
VOO
×
+59.75%
+12.26%/yr
+16.77%/yr
(R2=0.937)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
+59.23%
+12.17%/yr
+16.99%/yr
(R2=0.931)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+16.72%
+3.89%/yr
+7.09%/yr
(R2=0.897)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
+59.30%
+12.19%/yr
+16.68%/yr
(R2=0.936)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2026-05-22 Start
Value
End
Value
VOO
×
$10,000.00
2022-05-04
$15,974.74
2026-05-22
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$15,923.32
2026-05-22
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,672.01
2026-05-22
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
$10,000.00
2022-05-04
$15,930.50
2026-05-22
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year VOO JEPQ JEPI SPY
2026 (YTD) +6.47% +4.35% −1.84% +6.45%
2025 +14.75% +12.19% +5.28% +14.65%
2024 +21.47% +21.40% +9.43% +21.39%
2023 +22.23% +31.87% +6.27% +22.09%
2022 −23.14% −15.03% −9.35% −23.15%
2021 +20.33% +13.54% +20.27%
2020 +16.73% +16.76% +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 +30.43% +30.35%
2012 +14.02% +14.01%
2011 −1.04% −1.04%
2010 +14.35% +13.36%
2009 +23.01%
2008 −36.85%
2007 +1.01%
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 +26.65%
1997 +31.24%
1996 +18.63%
1995 +34.61%
1994 −2.22%
1993 +6.22%

Drawdowns

Wed 2022-05-04? to Fri 2026-05-22 Current
Drawdown
Worst
Drawdown
VOO
×
−0.40%
from 2026-05-14 peak
−19.06%
2025-04-08
from 2025-02-19 peak
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
−20.43%
2025-04-08
from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−5.95%
from 2026-02-27 peak
−14.46%
2025-04-08
from 2024-11-29 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
−0.42%
from 2026-05-14 peak
−19.12%
2025-04-08
from 2025-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year
2
Years
3
Years
5
Years
10
Years
VOO
×
+24.58% +35.76%
+16.53%/yr
+68.89%
+19.08%/yr
+55.26%
+9.19%/yr
+209.01%
+11.94%/yr
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
+23.75% +29.97%
+14.02%/yr
+60.52%
+17.08%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+5.70% +8.64%
+4.23%/yr
+18.61%
+5.85%/yr
+16.37%
+3.08%/yr
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
+24.50% +35.58%
+16.45%/yr
+68.47%
+18.98%/yr
+54.78%
+9.13%/yr
+206.97%
+11.86%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund