All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? 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 | ||||||
| VUG × |
+6.11%
2025-08-01 |
6.458 TRR
2025-08-01 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
+3.04%
2025-08-01 |
2.922 TRR
2025-08-01 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
−1.42%
2025-08-01 |
1.378 TRR
2025-08-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+81.11%
+12.11%/yr |
+7.24%/yr
(R2=0.529) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
+93.21%
+13.51%/yr |
+7.00%/yr
(R2=0.325) |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
+61.05%
+9.60%/yr |
+5.92%/yr
(R2=0.606) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+37.75%
+6.36%/yr |
+4.38%/yr
(R2=0.615) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2020-05-21 |
$18,110.80
2025-08-01 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × |
$10,000.00
2020-05-21 |
$19,321.00
2025-08-01 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$16,105.19
2025-08-01 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$13,775.08
2025-08-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | VOO | VUG | VYM | JEPI |
|---|---|---|---|---|
| 2025 (YTD) | +4.21% | +6.11% | +3.04% | −1.42% |
| 2024 | +21.47% | +28.97% | +14.30% | +9.43% |
| 2023 | +22.23% | +42.08% | +3.13% | +6.27% |
| 2022 | −23.14% | −37.22% | −6.50% | −9.34% |
| 2021 | +20.33% | +18.97% | +17.91% | +13.54% |
| 2020 | +16.73% | +38.37% | −0.22% | +16.75% |
| 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% | −0.44% | — |
| 2014 | +12.71% | +12.76% | +12.68% | — |
| 2013 | +30.42% | +30.52% | +28.16% | — |
| 2012 | +14.02% | +15.01% | +10.78% | — |
| 2011 | −1.05% | −1.12% | +7.35% | — |
| 2010 | +14.34% | +15.49% | +12.55% | — |
| 2009 | — | +32.54% | +14.09% | — |
| 2008 | — | −38.08% | −31.99% | — |
| 2007 | — | +8.09% | −2.61% | — |
| 2006 | — | +6.52% | +2.75% | — |
| 2005 | — | +1.53% | — | — |
| 2004 | — | +2.16% | — | — |
| Thu 2020-05-21? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × | −2.46% |
−29.19%
2022-10-12 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VUG × | −2.42% |
−40.05%
2022-11-03 |
||||
| Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund | ||||||
| VYM × | −2.82% |
−20.56%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −5.54% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||