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 2025-06-06 YTD
Return
TRR
Price
VOO
×
+0.66%
2025-06-06
4.855 TRR
2025-06-06
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
−3.50%
2025-06-06
1.313 TRR
2025-06-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−0.83%
2025-06-06
1.386 TRR
2025-06-06
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
+0.65%
2025-06-06
10.86 TRR
2025-06-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Wed 2022-05-04? to Fri 2025-06-06 Overall
Return
Exponential
Trendline
VOO
×
+31.62%
+9.30%/yr
+16.61%/yr
(R2=0.876)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
+31.26%
+9.20%/yr
+17.77%/yr
(R2=0.876)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+11.99%
+3.73%/yr
+7.67%/yr
(R2=0.841)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
+31.37%
+9.23%/yr
+16.51%/yr
(R2=0.876)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Fri 2025-06-06 Start
Value
End
Value
VOO
×
$10,000.00
2022-05-04
$13,162.03
2025-06-06
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$13,125.78
2025-06-06
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,199.28
2025-06-06
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
$10,000.00
2022-05-04
$13,136.73
2025-06-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year VOO JEPQ JEPI SPY
2025 (YTD) +0.66% −3.50% −0.83% +0.65%
2024 +21.48% +21.41% +9.43% +21.39%
2023 +22.23% +31.87% +6.28% +22.09%
2022 −23.14% −15.04% −9.37% −23.15%
2021 +20.33% +13.56% +20.27%
2020 +16.73% +16.74% +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% +12.62%
2013 +30.43% +30.35%
2012 +14.01% +14.01%
2011 −1.04% −1.04%
2010 +14.35% +13.35%
2009 +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.36%
2004 +7.20%
2003 +25.82%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.25%
1998 +26.65%
1997 +31.23%
1996 +18.57%
1995 +34.63%
1994 −2.22%
1993 +6.29%

Drawdowns

Wed 2022-05-04? to Fri 2025-06-06 Current
Drawdown
Worst
Drawdown
VOO
×
−2.86% −19.06%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPQ
×
−6.84% −20.42%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−4.97% −14.47%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPY
×
−2.84% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund