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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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