All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-21? to Thu 2025-04-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VYM × |
−3.40%
2025-04-03 |
2.74 TRR
2025-04-03 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
JEPI × |
−3.58%
2025-04-03 |
1.348 TRR
2025-04-03 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Thu 2025-04-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VYM × |
+50.99%
+8.83%/yr |
+5.76%/yr
(R2=0.551) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
JEPI × |
+34.76%
+6.32%/yr |
+4.44%/yr
(R2=0.577) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Thu 2025-04-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VYM × |
$10,000.00
2020-05-21 |
$15,098.54
2025-04-03 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
JEPI × |
$10,000.00
2020-05-21 |
$13,475.71
2025-04-03 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Year | VYM | JEPI |
---|---|---|
2025 (YTD) | −3.40% | −3.58% |
2024 | +14.30% | +9.44% |
2023 | +3.14% | +6.26% |
2022 | −6.49% | −9.35% |
2021 | +17.90% | +13.55% |
2020 | −0.21% | +16.77% |
2019 | +21.29% | — |
2018 | −7.69% | — |
2017 | +14.02% | — |
2016 | +14.66% | — |
2015 | −0.46% | — |
2014 | +12.70% | — |
2013 | +28.14% | — |
2012 | +10.78% | — |
2011 | +7.38% | — |
2010 | +12.54% | — |
2009 | +14.08% | — |
2008 | −31.99% | — |
2007 | −2.62% | — |
2006 | +2.76% | — |
Thu 2020-05-21? to Thu 2025-04-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VYM × | −7.88% |
−20.56%
2022-09-30 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
JEPI × | −7.61% |
−18.28%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||