All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
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 | ||||||
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 | ||||||
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 | ||||||
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% | — | — |
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 | ||||||