All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

JEPI,GPIX,SPYI,QDPL: Total Return Chart (with Dividends Reinvested)

Thu 2023-10-26? to Mon 2026-05-11 YTD
Return
TR
Price
JEPI
×
+0.25%
2026-05-11
1.864 TR
2026-05-11
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
+7.91%
2026-05-11
1.733 TR
2026-05-11
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+6.02%
2026-05-11
1.696 TR
2026-05-11
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QDPL
×
+8.03%
2026-05-11
1.734 TR
2026-05-11
Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund

Returns

Thu 2023-10-26? to Mon 2026-05-11 Overall
Return
Exponential
Trendline
JEPI
×
+31.99%
+11.54%/yr
+9.48%/yr
(R2=0.874)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
+73.32%
+24.17%/yr
+17.57%/yr
(R2=0.919)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+59.88%
+20.28%/yr
+16.15%/yr
(R2=0.929)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QDPL
×
+76.64%
+25.10%/yr
+17.67%/yr
(R2=0.904)
Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Mon 2026-05-11 Start
Value
End
Value
JEPI
×
$10,000.00
2023-10-26
$13,198.50
2026-05-11
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$17,331.69
2026-05-11
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2023-10-26
$15,987.88
2026-05-11
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QDPL
×
$10,000.00
2023-10-26
$17,664.45
2026-05-11
Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund

Annual Returns

Year JEPI GPIX SPYI QDPL
2026 (YTD) +0.25% +7.91% +6.02% +8.03%
2025 +8.10% +16.26% +16.67% +16.52%
2024 +12.59% +21.77% +19.03% +22.83%
2023 +9.83% +13.46% +18.10% +23.66%
2022 −3.49% −2.45% −16.25%
2021 +21.53% +8.32%
2020 +18.61%

Drawdowns

Thu 2023-10-26? to Mon 2026-05-11 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.74% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
0.00% −17.50%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
0.00% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QDPL
×
0.00% −17.75%
2025-04-08
Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-05-11 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+8.99%/yr
+9.03% total
+7.16%/yr
+14.85% total
+9.01%/yr
+29.54% total
+7.51%/yr
+43.64% total
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
+29.15%/yr
+29.31% total
+18.96%/yr
+41.54% total
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+25.76%/yr
+25.89% total
+17.36%/yr
+37.76% total
+16.99%/yr
+60.13% total
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QDPL
×
+29.02%/yr
+29.18% total
+18.65%/yr
+40.82% total
+21.13%/yr
+77.77% total
Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund