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 |
||||
---|---|---|---|---|---|---|
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 |
||||
---|---|---|---|---|---|---|
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 |
||||
---|---|---|---|---|---|---|
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 | VYM | JEPI |
---|---|---|
2025 (YTD) | −4.06% | −5.43% |
2024 | +14.31% | +9.43% |
2023 | +3.13% | +6.25% |
2022 | −6.50% | −9.34% |
2021 | +17.90% | +13.53% |
2020 | −0.21% | +16.77% |
2019 | +21.29% | — |
2018 | −7.68% | — |
2017 | +14.00% | — |
2016 | +14.67% | — |
2015 | −0.46% | — |
2014 | +12.70% | — |
2013 | +28.16% | — |
2012 | +10.76% | — |
2011 | +7.37% | — |
2010 | +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 |
||||
---|---|---|---|---|---|---|
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 | ||||||