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

Total Real Returns

JEPI,QQQI,SPYI,FEPI,QQQ: Total Return Chart (with Dividends Reinvested)

Tue 2024-01-30? to Fri 2025-08-01 YTD
Return
TR
Price
JEPI
×
+0.99%
2025-08-01
1.737 TR
2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+7.52%
2025-08-01
1.288 TR
2025-08-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+6.12%
2025-08-01
1.455 TR
2025-08-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
FEPI
×
+4.98%
2025-08-01
1.357 TR
2025-08-01
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+8.63%
2025-08-01
12.79 TR
2025-08-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
JEPI
×
+11.09%
+7.25%/yr
+7.80%/yr
(R2=0.612)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+28.85%
+18.37%/yr
+15.49%/yr
(R2=0.728)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+23.19%
+14.89%/yr
+12.40%/yr
(R2=0.720)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
FEPI
×
+17.80%
+11.51%/yr
+6.21%/yr
(R2=0.214)
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
+31.35%
+19.89%/yr
+15.63%/yr
(R2=0.624)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Fri 2025-08-01 Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$11,109.45
2025-08-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$12,884.54
2025-08-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$12,319.49
2025-08-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
FEPI
×
$10,000.00
2024-01-30
$11,779.79
2025-08-01
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-30
$13,134.92
2025-08-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI QQQI SPYI FEPI QQQ
2025 (YTD) +0.99% +7.52% +6.12% +4.98% +8.63%
2024 +12.59% +19.83% +19.03% +15.69% +25.58%
2023 +9.82% +18.10% +11.70% +54.86%
2022 −3.49% −2.44% −32.58%
2021 +21.53% +27.42%
2020 +18.61% +48.62%
2019 +38.96%
2018 −0.13%
2017 +32.66%
2016 +7.10%
2015 +9.44%
2014 +19.18%
2013 +36.63%
2012 +18.11%
2011 +3.38%
2010 +19.91%
2009 +54.70%
2008 −41.73%
2007 +19.03%
2006 +7.14%
2005 +1.58%
2004 +10.52%
2003 +49.67%
2002 −37.37%
2001 −33.34%
2000 −36.11%
1999 +78.95%

Drawdowns

Tue 2024-01-30? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
JEPI
×
−3.23% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−2.01% −20.00%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−1.72% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
FEPI
×
−1.90% −23.56%
2025-04-08
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQ
×
−2.51% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund