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 2026-06-18 YTD
Return
1 Year
Return
JEPI
×
+1.40%
2026-06-18
+9.05%
2026-06-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+13.07%
2026-06-18
+29.25%
2026-06-18
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+7.27%
2026-06-18
+21.71%
2026-06-18
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2024-01-30💬 to Thu 2026-06-18 Overall
Return
Exponential
Trendline
JEPI
×
+20.58%
+8.17%/yr
+8.15%/yr
(R2=0.846)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+60.73%
+22.05%/yr
+19.43%/yr
(R2=0.911)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+45.29%
+16.98%/yr
+15.66%/yr
(R2=0.917)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30💬 to Thu 2026-06-18 Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$12,057.70
2026-06-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$16,073.16
2026-06-18
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$14,529.03
2026-06-18
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI QQQI SPYI
2026 (YTD) +1.40% +13.07% +7.27%
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 2026-06-18 Current
Drawdown
Worst
Drawdown
JEPI
×
−3.64%
from 2026-02-27 peak
−13.26%
2025-04-08
from 2025-02-19 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−0.50%
from 2026-06-02 peak
−20.00%
2025-04-08
from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−0.91%
from 2026-06-02 peak
−16.47%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-06-18 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+9.05% +16.93%
+8.13%/yr
+29.57%
+9.02%/yr
+45.13%
+7.73%/yr
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+29.25% +45.88%
+20.78%/yr
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+21.71% +35.05%
+16.21%/yr
+54.71%
+15.66%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund