All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VYM,JEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

×
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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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