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 Wed 2025-06-18 YTD
Return
TR
Price
JEPI
×
+0.51%
2025-06-18
1.729 TR
2025-06-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+3.77%
2025-06-18
1.243 TR
2025-06-18
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+2.83%
2025-06-18
1.41 TR
2025-06-18
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2024-01-30? to Wed 2025-06-18 Overall
Return
Exponential
Trendline
JEPI
×
+10.57%
+7.54%/yr
+8.00%/yr
(R2=0.566)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+24.35%
+17.07%/yr
+14.20%/yr
(R2=0.654)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+19.37%
+13.66%/yr
+11.69%/yr
(R2=0.649)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Wed 2025-06-18 Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$11,057.07
2025-06-18
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$12,434.85
2025-06-18
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$11,937.12
2025-06-18
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI QQQI SPYI
2025 (YTD) +0.51% +3.77% +2.83%
2024 +12.59% +19.83% +19.03%
2023 +9.82% +18.10%
2022 −3.49% −2.44%
2021 +21.53%
2020 +18.61%

Drawdowns

Tue 2024-01-30? to Wed 2025-06-18 Current
Drawdown
Worst
Drawdown
JEPI
×
−3.69% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−1.27% −20.00%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−1.34% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund