All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2024-01-30? to Wed 2026-05-20 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+0.84%
2026-05-20 |
+8.41%
2026-05-20 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
+9.08%
2026-05-20 |
+27.00%
2026-05-20 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+5.37%
2026-05-20 |
+21.05%
2026-05-20 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Wed 2026-05-20 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+19.91%
+8.21%/yr |
+8.35%/yr
(R2=0.843) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
+55.07%
+20.99%/yr |
+18.93%/yr
(R2=0.903) |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+42.71%
+16.70%/yr |
+15.42%/yr
(R2=0.908) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Wed 2026-05-20 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2024-01-30 |
$11,991.03
2026-05-20 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
$10,000.00
2024-01-30 |
$15,506.96
2026-05-20 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2024-01-30 |
$14,271.14
2026-05-20 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Year | JEPI | QQQI | SPYI |
|---|---|---|---|
| 2026 (YTD) | +0.84% | +9.08% | +5.37% |
| 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% | — | — |
| Tue 2024-01-30? to Wed 2026-05-20 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−4.18%
from 2026-02-27 peak |
−13.26%
2025-04-08 from 2025-02-19 peak |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
−1.56%
from 2026-05-14 peak |
−20.00%
2025-04-08 from 2025-02-19 peak |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
−1.41%
from 2026-05-14 peak |
−16.47%
2025-04-08 from 2025-02-19 peak |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Period ending Wed 2026-05-20 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| JEPI × | +8.41% |
+15.09% +7.28%/yr |
+29.66% +9.03%/yr |
+44.27% +7.61%/yr |
— | |
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × | +27.00% |
+45.94% +20.82%/yr |
— | — | — | |
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × | +21.05% |
+35.46% +16.40%/yr |
+57.07% +16.22%/yr |
— | — | |
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||