All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2024-01-30💬 to Thu 2026-05-28 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+0.87%
2026-05-28 |
+9.23%
2026-05-28 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+8.80%
2026-05-28 |
+29.30%
2026-05-28 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+7.76%
2026-05-28 |
+24.14%
2026-05-28 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
+12.45%
2026-05-28 |
+30.90%
2026-05-28 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30💬 to Thu 2026-05-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+19.95%
+8.14%/yr |
+8.31%/yr
(R2=0.845) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+50.41%
+19.20%/yr |
+16.34%/yr
(R2=0.877) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+45.95%
+17.66%/yr |
+15.51%/yr
(R2=0.911) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
+59.85%
+22.36%/yr |
+19.09%/yr
(R2=0.905) |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30💬 to Thu 2026-05-28 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2024-01-30 |
$11,995.30
2026-05-28 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2024-01-30 |
$15,040.99
2026-05-28 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2024-01-30 |
$14,594.74
2026-05-28 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
$10,000.00
2024-01-30 |
$15,985.15
2026-05-28 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | JEPQ | SPYI | QQQI |
|---|---|---|---|---|
| 2026 (YTD) | +0.87% | +8.80% | +7.76% | +12.45% |
| 2025 | +8.10% | +15.19% | +16.67% | +18.62% |
| 2024 | +12.59% | +24.89% | +19.03% | +19.84% |
| 2023 | +9.83% | +36.28% | +18.10% | — |
| 2022 | −3.49% | −12.89% | −2.45% | — |
| 2021 | +21.53% | — | — | — |
| 2020 | +18.61% | — | — | — |
| Tue 2024-01-30💬 to Thu 2026-05-28 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−4.14%
from 2026-02-27 peak |
−13.26%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | — |
−20.07%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × | — |
−16.47%
2025-04-08 from 2025-02-19 peak |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × | — |
−20.00%
2025-04-08 from 2025-02-19 peak |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Period ending Thu 2026-05-28 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × | +9.23% |
+16.61% +7.99%/yr |
+31.48% +9.53%/yr |
+43.77% +7.53%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | +29.30% |
+39.02% +17.92%/yr |
+76.43% +20.79%/yr |
— | — | |
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × | +24.14% |
+38.37% +17.64%/yr |
+59.88% +16.89%/yr |
— | — | |
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × | +30.90% |
+49.60% +22.33%/yr |
— | — | — | |
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
