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

Total Real Returns

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

Tue 2024-01-30? to Fri 2026-05-01? YTD
Return
TR
Price
JEPQ
×
+5.07%
2026-05-01
1.795 TR
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+1.99%
2026-05-01
1.897 TR
2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
+4.09%
2026-05-01
1.665 TR
2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+6.20%
2026-05-01
1.51 TR
2026-05-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Fri 2026-05-01? Overall
Return
Exponential
Trendline
JEPQ
×
+45.25%
+18.04%/yr
+16.01%/yr
(R2=0.865)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+21.28%
+8.95%/yr
+8.47%/yr
(R2=0.840)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
+40.98%
+16.49%/yr
+15.26%/yr
(R2=0.902)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+50.97%
+20.09%/yr
+18.62%/yr
(R2=0.897)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Fri 2026-05-01? Start
Value
End
Value
JEPQ
×
$10,000.00
2024-01-30
$14,525.23
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2024-01-30
$12,127.63
2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$14,097.99
2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$15,097.43
2026-05-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPQ JEPI SPYI QQQI
2026 (YTD) +5.07% +1.99% +4.09% +6.20%
2025 +15.19% +8.10% +16.67% +18.63%
2024 +24.89% +12.59% +19.03% +19.84%
2023 +36.28% +9.83% +18.10%
2022 −12.89% −3.49% −2.45%
2021 +21.53%
2020 +18.61%

Drawdowns

Tue 2024-01-30? to Fri 2026-05-01? Current
Drawdown
Worst
Drawdown
JEPQ
×
0.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
−3.08% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
0.00% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
0.00% −20.00%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund