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

Total Real Returns

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

Wed 2022-05-04? 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
JEPQ
×
−11.27%
2025-04-03
1.207 TRR
2025-04-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Thu 2025-04-03 Overall
Return
Exponential
Trendline
VYM
×
+10.17%
+3.38%/yr
+9.45%/yr
(R2=0.719)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+20.66%
+6.65%/yr
+19.20%/yr
(R2=0.899)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Thu 2025-04-03 Start
Value
End
Value
VYM
×
$10,000.00
2022-05-04
$11,017.31
2025-04-03
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$12,066.01
2025-04-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VYM JEPQ
2025 (YTD) −3.40% −11.27%
2024 +14.30% +21.39%
2023 +3.14% +31.86%
2022 −6.49% −15.04%
2021 +17.90%
2020 −0.21%
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%

Drawdowns

Wed 2022-05-04? to Thu 2025-04-03 Current
Drawdown
Worst
Drawdown
VYM
×
−7.88% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−14.37% −19.02%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund