All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2022-05-04? to Wed 2025-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| VYM × |
+0.75%
2025-04-02 |
2.857 TRR
2025-04-02 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × |
−6.71%
2025-04-02 |
1.269 TRR
2025-04-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
−0.45%
2025-04-02 |
1.391 TRR
2025-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Wed 2025-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+14.91%
+4.89%/yr |
+9.46%/yr
(R2=0.719) |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × |
+26.87%
+8.51%/yr |
+19.25%/yr
(R2=0.900) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
+12.43%
+4.10%/yr |
+8.38%/yr
(R2=0.875) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Wed 2022-05-04? to Wed 2025-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VYM × |
$10,000.00
2022-05-04 |
$11,490.59
2025-04-02 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2022-05-04 |
$12,687.04
2025-04-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-05-04 |
$11,242.60
2025-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| Year | VYM | JEPQ | JEPI |
|---|---|---|---|
| 2025 (YTD) | +0.75% | −6.71% | −0.45% |
| 2024 | +14.30% | +21.39% | +9.44% |
| 2023 | +3.14% | +31.86% | +6.28% |
| 2022 | −6.50% | −15.04% | −9.35% |
| 2021 | +17.91% | — | +13.52% |
| 2020 | −0.21% | — | +16.77% |
| 2019 | +21.29% | — | — |
| 2018 | −7.69% | — | — |
| 2017 | +14.01% | — | — |
| 2016 | +14.66% | — | — |
| 2015 | −0.44% | — | — |
| 2014 | +12.68% | — | — |
| 2013 | +28.17% | — | — |
| 2012 | +10.75% | — | — |
| 2011 | +7.38% | — | — |
| 2010 | +12.54% | — | — |
| 2009 | +14.08% | — | — |
| 2008 | −31.99% | — | — |
| 2007 | −2.60% | — | — |
| 2006 | +2.74% | — | — |
| Wed 2022-05-04? to Wed 2025-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VYM × | −3.92% |
−15.93%
2022-09-30 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| JEPQ × | −9.96% |
−19.02%
2022-10-14 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| JEPI × | −4.60% |
−12.45%
2022-09-30 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||