JEPI,SPYI,JEPQ: Total Return Chart (with Dividends Reinvested)

Tue 2022-08-30? to Fri 2026-05-15	YTD Return	TR Price
JEPI ×	+0.32% 2026-05-15	1.865 TR 2026-05-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+6.10% 2026-05-15	1.698 TR 2026-05-15
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	+6.69% 2026-05-15	1.822 TR 2026-05-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Fri 2026-05-15	Overall Return	Exponential Trendline
JEPI ×	+38.21% +9.12%/yr	+10.57%/yr (R2=0.947)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+69.76% +15.35%/yr	+16.23%/yr (R2=0.969)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	+95.60% +19.84%/yr	+21.64%/yr (R2=0.954)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Fri 2026-05-15	Start Value	End Value
JEPI ×	$10,000.00 2022-08-30	$13,821.30 2026-05-15
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	$10,000.00 2022-08-30	$16,976.35 2026-05-15
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-08-30	$19,559.72 2026-05-15
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	JEPI	SPYI	JEPQ
2026 (YTD)	+0.32%	+6.10%	+6.69%
2025	+8.10%	+16.67%	+15.19%
2024	+12.59%	+19.03%	+24.89%
2023	+9.83%	+18.10%	+36.28%
2022	−3.49%	−2.45%	−12.89%
2021	+21.53%	—	—
2020	+18.61%	—	—

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Drawdowns

Tue 2022-08-30? to Fri 2026-05-15	Current Drawdown	Worst Drawdown
JEPI ×	−4.67% from 2026-02-27 peak	−13.26% 2025-04-08 from 2025-02-19 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	−0.72% from 2026-05-14 peak	−16.47% 2025-04-08 from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	−0.40% from 2026-05-14 peak	−20.07% 2025-04-08 from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-05-15	1 Year	2 Years	3 Years	5 Years	10 Years
JEPI ×	+8.51%	+14.63% +7.07%/yr	+29.39% +8.97%/yr	+42.95% +7.41%/yr	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI ×	+22.24%	+36.62% +16.90%/yr	+59.95% +16.94%/yr	—	—
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	+27.14%	+37.49% +17.27%/yr	+77.78% +21.14%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund