All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-21? to Fri 2025-05-02 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
VYM × |
−2.18%
2025-05-02 |
2.774 TRR
2025-05-02 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
JEPI × |
−2.09%
2025-05-02 |
1.368 TRR
2025-05-02 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
VYM × |
+52.90%
+8.96%/yr |
+5.70%/yr
(R2=0.557) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
JEPI × |
+36.79%
+6.54%/yr |
+4.35%/yr
(R2=0.576) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Thu 2020-05-21? to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
VYM × |
$10,000.00
2020-05-21 |
$15,290.26
2025-05-02 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
JEPI × |
$10,000.00
2020-05-21 |
$13,679.04
2025-05-02 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
Year | VYM | JEPI |
---|---|---|
2025 (YTD) | −2.18% | −2.09% |
2024 | +14.30% | +9.43% |
2023 | +3.14% | +6.26% |
2022 | −6.50% | −9.35% |
2021 | +17.90% | +13.54% |
2020 | −0.21% | +16.74% |
2019 | +21.29% | — |
2018 | −7.68% | — |
2017 | +14.01% | — |
2016 | +14.66% | — |
2015 | −0.44% | — |
2014 | +12.69% | — |
2013 | +28.14% | — |
2012 | +10.78% | — |
2011 | +7.36% | — |
2010 | +12.55% | — |
2009 | +14.05% | — |
2008 | −31.98% | — |
2007 | −2.62% | — |
2006 | +2.75% | — |
Thu 2020-05-21? to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
VYM × | −6.71% |
−20.55%
2022-09-30 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
JEPI × | −6.19% |
−18.26%
2022-09-30 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||