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 2025-10-09 YTD
Return
TR
Price
JEPI
×
+5.06%
2025-10-09
1.807 TR
2025-10-09
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+16.80%
2025-10-09
1.4 TR
2025-10-09
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+13.35%
2025-10-09
1.554 TR
2025-10-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2024-01-30? to Thu 2025-10-09 Overall
Return
Exponential
Trendline
JEPI
×
+15.57%
+8.93%/yr
+7.71%/yr
(R2=0.687)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+39.97%
+21.98%/yr
+17.68%/yr
(R2=0.809)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+31.59%
+17.61%/yr
+13.98%/yr
(R2=0.803)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Thu 2025-10-09 Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$11,557.08
2025-10-09
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$13,996.79
2025-10-09
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$13,158.52
2025-10-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year JEPI QQQI SPYI
2025 (YTD) +5.06% +16.80% +13.35%
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 2025-10-09 Current
Drawdown
Worst
Drawdown
JEPI
×
−0.49% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−0.09% −20.00%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−0.15% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund