All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VOO × |
+5.28%
2025-07-03 |
5.077 TRR
2025-07-03 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
+5.76%
2025-07-03 |
6.437 TRR
2025-07-03 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
+5.67%
2025-07-03 |
2.997 TRR
2025-07-03 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+1.35%
2025-07-03 |
1.416 TRR
2025-07-03 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+82.96%
+12.53%/yr |
+7.03%/yr
(R2=0.508) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
+92.58%
+13.66%/yr |
+6.65%/yr
(R2=0.299) |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
+65.16%
+10.30%/yr |
+5.81%/yr
(R2=0.589) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+41.62%
+7.04%/yr |
+4.36%/yr
(R2=0.601) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2020-05-21 |
$18,296.38
2025-07-03 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
$10,000.00
2020-05-21 |
$19,257.55
2025-07-03 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$16,515.87
2025-07-03 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$14,162.11
2025-07-03 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | VOO | VUG | VYM | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | +5.28% | +5.76% | +5.67% | +1.35% |
| 2024 | +21.47% | +28.97% | +14.30% | +9.42% |
| 2023 | +22.23% | +42.08% | +3.14% | +6.27% |
| 2022 | −23.14% | −37.22% | −6.49% | −9.36% |
| 2021 | +20.33% | +18.98% | +17.90% | +13.54% |
| 2020 | +16.73% | +38.36% | −0.21% | +16.76% |
| 2019 | +28.43% | +33.97% | +21.30% | — |
| 2018 | −6.29% | −5.13% | −7.68% | — |
| 2017 | +19.25% | +25.08% | +14.00% | — |
| 2016 | +9.89% | +4.12% | +14.67% | — |
| 2015 | +0.59% | +2.49% | −0.46% | — |
| 2014 | +12.71% | +12.76% | +12.69% | — |
| 2013 | +30.43% | +30.51% | +28.16% | — |
| 2012 | +14.02% | +15.02% | +10.77% | — |
| 2011 | −1.04% | −1.11% | +7.35% | — |
| 2010 | +14.34% | +15.49% | +12.56% | — |
| 2009 | — | +32.51% | +14.07% | — |
| 2008 | — | −38.07% | −31.98% | — |
| 2007 | — | +8.09% | −2.62% | — |
| 2006 | — | +6.52% | +2.76% | — |
| 2005 | — | +1.53% | — | — |
| 2004 | — | +2.17% | — | — |
| Thu 2020-05-21? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × | 0.00% |
−29.19%
2022-10-12 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × | 0.00% |
−40.05%
2022-11-03 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × | 0.00% |
−20.56%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −2.88% |
−18.27%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||