All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2020-05-21? to Wed 2025-04-23 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VOO × |
−7.80%
2025-04-23 |
4.355 TRR
2025-04-23 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VYM × |
−4.06%
2025-04-23 |
2.687 TRR
2025-04-23 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
−5.43%
2025-04-23 |
1.322 TRR
2025-04-23 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-04-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+56.94%
+9.59%/yr |
+6.73%/yr
(R2=0.462) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VYM × |
+48.08%
+8.30%/yr |
+5.71%/yr
(R2=0.553) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
+32.16%
+5.83%/yr |
+4.36%/yr
(R2=0.574) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Thu 2020-05-21? to Wed 2025-04-23 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2020-05-21 |
$15,693.97
2025-04-23 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VYM × |
$10,000.00
2020-05-21 |
$14,808.02
2025-04-23 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2020-05-21 |
$13,215.50
2025-04-23 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | VOO | VYM | JEPI |
|---|---|---|---|
| 2025 (YTD) | −7.80% | −4.06% | −5.43% |
| 2024 | +21.48% | +14.31% | +9.43% |
| 2023 | +22.23% | +3.13% | +6.25% |
| 2022 | −23.14% | −6.50% | −9.34% |
| 2021 | +20.33% | +17.90% | +13.53% |
| 2020 | +16.73% | −0.21% | +16.77% |
| 2019 | +28.43% | +21.29% | — |
| 2018 | −6.29% | −7.68% | — |
| 2017 | +19.25% | +14.00% | — |
| 2016 | +9.89% | +14.67% | — |
| 2015 | +0.59% | −0.46% | — |
| 2014 | +12.71% | +12.70% | — |
| 2013 | +30.42% | +28.16% | — |
| 2012 | +14.02% | +10.76% | — |
| 2011 | −1.04% | +7.37% | — |
| 2010 | +14.34% | +12.52% | — |
| 2009 | — | +14.09% | — |
| 2008 | — | −31.97% | — |
| 2007 | — | −2.62% | — |
| 2006 | — | +2.73% | — |
| Thu 2020-05-21? to Wed 2025-04-23 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × | −12.85% |
−29.19%
2022-10-12 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VYM × | −9.65% |
−20.55%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPI × | −9.38% |
−18.26%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||