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

Total Real Returns

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

Wed 2022-05-04? to Tue 2025-04-01 YTD
Return
TRR
Price
VYM
×
+0.17%
2025-04-01
2.841 TRR
2025-04-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−8.17%
2025-04-01
1.249 TRR
2025-04-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−1.54%
2025-04-01
1.376 TRR
2025-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−6.75%
2025-04-01
1.654 TRR
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Returns

Wed 2022-05-04? to Tue 2025-04-01 Overall
Return
Exponential
Trendline
VYM
×
+14.25%
+4.68%/yr
+9.46%/yr
(R2=0.718)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
+24.90%
+7.94%/yr
+19.28%/yr
(R2=0.900)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+11.18%
+3.71%/yr
+8.38%/yr
(R2=0.874)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
+6.97%
+2.34%/yr
+11.74%/yr
(R2=0.858)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 2022-05-04? to Tue 2025-04-01 Start
Value
End
Value
VYM
×
$10,000.00
2022-05-04
$11,425.02
2025-04-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-05-04
$12,490.32
2025-04-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2022-05-04
$11,118.29
2025-04-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2022-05-04
$10,697.38
2025-04-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year VYM JEPQ JEPI QYLD
2025 (YTD) +0.17% −8.17% −1.54% −6.75%
2024 +14.30% +21.38% +9.43% +15.98%
2023 +3.14% +31.87% +6.27% +18.83%
2022 −6.50% −15.03% −9.36% −24.01%
2021 +17.91% +13.53% +3.19%
2020 −0.22% +16.77% +7.24%
2019 +21.29% +19.92%
2018 −7.68% −4.87%
2017 +14.01% +16.30%
2016 +14.66% +2.64%
2015 −0.46% +6.47%
2014 +12.70% +3.39%
2013 +28.15% +2.08%
2012 +10.78%
2011 +7.35%
2010 +12.54%
2009 +14.08%
2008 −31.97%
2007 −2.62%
2006 +2.76%

Drawdowns

Wed 2022-05-04? to Tue 2025-04-01 Current
Drawdown
Worst
Drawdown
VYM
×
−4.47% −15.93%
2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
JEPQ
×
−11.37% −19.00%
2022-10-14
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−5.67% −12.44%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QYLD
×
−9.91% −22.01%
2022-10-14
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund