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

Total Real Returns

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

Tue 2024-01-30? to Thu 2026-04-02 YTD
Return
TR
Price
JEPI
×
+0.53%
2026-04-02
1.87 TR
2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−3.32%
2026-04-02
1.374 TR
2026-04-02
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−2.44%
2026-04-02
1.561 TR
2026-04-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2024-01-30? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
JEPI
×
+19.55%
+8.57%/yr
+8.47%/yr
(R2=0.825)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+37.44%
+15.78%/yr
+18.67%/yr
(R2=0.889)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+32.14%
+13.70%/yr
+15.27%/yr
(R2=0.893)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Thu 2026-04-02 Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$11,955.01
2026-04-02
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$13,744.33
2026-04-02
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$13,213.63
2026-04-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI QQQI SPYI
2026 (YTD) +0.53% −3.32% −2.44%
2025 +8.10% +18.63% +16.67%
2024 +12.59% +19.84% +19.03%
2023 +9.83% +18.10%
2022 −3.49% −2.45%
2021 +21.53%
2020 +18.61%

Drawdowns

Tue 2024-01-30? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
JEPI
×
−4.46% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−5.59% −20.00%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−4.36% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund