All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2024-01-30? to Tue 2025-08-05 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
JEPI × |
+2.16%
2025-08-05 |
1.757 TR
2025-08-05 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QQQI × |
+8.66%
2025-08-05 |
1.302 TR
2025-08-05 |
||||
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
SPYI × |
+7.07%
2025-08-05 |
1.468 TR
2025-08-05 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2024-01-30? to Tue 2025-08-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+12.38%
+8.02%/yr |
+7.78%/yr
(R2=0.614) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QQQI × |
+30.21%
+19.05%/yr |
+15.57%/yr
(R2=0.732) |
||||
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
SPYI × |
+24.30%
+15.45%/yr |
+12.45%/yr
(R2=0.724) |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2024-01-30? to Tue 2025-08-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2024-01-30 |
$11,238.49
2025-08-05 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QQQI × |
$10,000.00
2024-01-30 |
$13,021.40
2025-08-05 |
||||
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
SPYI × |
$10,000.00
2024-01-30 |
$12,429.84
2025-08-05 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Year | JEPI | QQQI | SPYI |
---|---|---|---|
2025 (YTD) | +2.16% | +8.66% | +7.07% |
2024 | +12.59% | +19.83% | +19.03% |
2023 | +9.83% | — | +18.10% |
2022 | −3.49% | — | −2.44% |
2021 | +21.53% | — | — |
2020 | +18.61% | — | — |
Tue 2024-01-30? to Tue 2025-08-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPI × | −2.11% |
−13.26%
2025-04-08 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QQQI × | −0.97% |
−20.00%
2025-04-08 |
||||
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
SPYI × | −0.84% |
−16.47%
2025-04-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||