All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2024-01-30? to Fri 2026-05-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+1.99%
2026-05-01 |
1.897 TR
2026-05-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+5.07%
2026-05-01 |
1.795 TR
2026-05-01 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+4.09%
2026-05-01 |
1.665 TR
2026-05-01 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
+6.20%
2026-05-01 |
1.51 TR
2026-05-01 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Fri 2026-05-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+21.28%
+8.95%/yr |
+8.47%/yr
(R2=0.840) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+45.25%
+18.04%/yr |
+16.01%/yr
(R2=0.865) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+40.98%
+16.49%/yr |
+15.26%/yr
(R2=0.902) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
+50.97%
+20.09%/yr |
+18.62%/yr
(R2=0.897) |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Fri 2026-05-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2024-01-30 |
$12,127.63
2026-05-01 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2024-01-30 |
$14,525.23
2026-05-01 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2024-01-30 |
$14,097.99
2026-05-01 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
$10,000.00
2024-01-30 |
$15,097.43
2026-05-01 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | JEPQ | SPYI | QQQI |
|---|---|---|---|---|
| 2026 (YTD) | +1.99% | +5.07% | +4.09% | +6.20% |
| 2025 | +8.10% | +15.19% | +16.67% | +18.63% |
| 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 Fri 2026-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −3.08% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | 0.00% |
−20.07%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity 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 | ||||||
| QQQI × | 0.00% |
−20.00%
2025-04-08 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||