All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Fri 2025-09-05 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VOO × |
+8.30%
2025-09-05 |
5.223 TRR
2025-09-05 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
+10.10%
2025-09-05 |
6.7 TRR
2025-09-05 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
+7.99%
2025-09-05 |
3.063 TRR
2025-09-05 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+1.77%
2025-09-05 |
1.422 TRR
2025-09-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-09-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+88.21%
+12.69%/yr |
+7.49%/yr
(R2=0.553) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
+100.46%
+14.04%/yr |
+7.42%/yr
(R2=0.356) |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
+68.80%
+10.40%/yr |
+6.06%/yr
(R2=0.626) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+42.23%
+6.88%/yr |
+4.42%/yr
(R2=0.630) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-09-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2020-05-21 |
$18,821.30
2025-09-05 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
$10,000.00
2020-05-21 |
$20,045.93
2025-09-05 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$16,880.37
2025-09-05 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$14,223.45
2025-09-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | VOO | VUG | VYM | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | +8.30% | +10.10% | +7.99% | +1.77% |
| 2024 | +21.47% | +28.97% | +14.30% | +9.44% |
| 2023 | +22.23% | +42.07% | +3.14% | +6.27% |
| 2022 | −23.14% | −37.22% | −6.50% | −9.35% |
| 2021 | +20.33% | +18.97% | +17.90% | +13.54% |
| 2020 | +16.73% | +38.36% | −0.21% | +16.76% |
| 2019 | +28.43% | +33.97% | +21.29% | — |
| 2018 | −6.29% | −5.13% | −7.68% | — |
| 2017 | +19.25% | +25.08% | +14.00% | — |
| 2016 | +9.89% | +4.12% | +14.66% | — |
| 2015 | +0.59% | +2.49% | −0.45% | — |
| 2014 | +12.70% | +12.76% | +12.69% | — |
| 2013 | +30.42% | +30.52% | +28.15% | — |
| 2012 | +14.02% | +15.01% | +10.79% | — |
| 2011 | −1.04% | −1.11% | +7.36% | — |
| 2010 | +14.34% | +15.49% | +12.52% | — |
| 2009 | — | +32.54% | +14.09% | — |
| 2008 | — | −38.08% | −31.98% | — |
| 2007 | — | +8.09% | −2.63% | — |
| 2006 | — | +6.52% | +2.77% | — |
| 2005 | — | +1.53% | — | — |
| 2004 | — | +2.16% | — | — |
| Thu 2020-05-21? to Fri 2025-09-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × | −0.32% |
−29.19%
2022-10-12 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × | −0.36% |
−40.05%
2022-11-03 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × | 0.00% |
−20.55%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −2.47% |
−18.27%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||