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

Tue 2024-01-30? to Mon 2026-05-11	YTD Return	TR Price
QQQI ×	+10.15% 2026-05-11	1.566 TR 2026-05-11
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+16.73% 2026-05-11	6.033 TR 2026-05-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI ×	+6.02% 2026-05-11	1.696 TR 2026-05-11
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Returns

Tue 2024-01-30? to Mon 2026-05-11	Overall Return	Exponential Trendline
QQQI ×	+56.59% +21.76%/yr	+18.75%/yr (R2=0.900)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+34.13% +13.76%/yr	+9.61%/yr (R2=0.647)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI ×	+43.60% +17.22%/yr	+15.33%/yr (R2=0.905)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2024-01-30? to Mon 2026-05-11	Start Value	End Value
QQQI ×	$10,000.00 2024-01-30	$15,659.16 2026-05-11
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2024-01-30	$13,412.58 2026-05-11
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI ×	$10,000.00 2024-01-30	$14,359.73 2026-05-11
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

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Annual Returns

Year	QQQI	SCHD	SPYI
2026 (YTD)	+10.15%	+16.73%	+6.02%
2025	+18.63%	+4.34%	+16.67%
2024	+19.84%	+11.66%	+19.03%
2023	—	+4.54%	+18.10%
2022	—	−3.26%	−2.45%
2021	—	+29.87%	—
2020	—	+15.03%	—
2019	—	+27.29%	—
2018	—	−5.56%	—
2017	—	+20.85%	—
2016	—	+16.45%	—
2015	—	−0.30%	—
2014	—	+11.69%	—
2013	—	+32.88%	—
2012	—	+11.39%	—
2011	—	+5.31%	—

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Drawdowns

Tue 2024-01-30? to Mon 2026-05-11	Current Drawdown	Worst Drawdown
QQQI ×	0.00%	−20.00% 2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−1.00%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity 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

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Rolling Returns

Period ending Mon 2026-05-11	1 Year	2 Years	3 Years	5 Years	10 Years
QQQI ×	+33.83%/yr +34.01% total	+22.41%/yr +49.89% total	—	—	—
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+28.01%/yr +28.16% total	+13.81%/yr +29.55% total	+15.06%/yr +52.35% total	+8.21%/yr +48.35% total	+12.69%/yr +230.29% total
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPYI ×	+25.76%/yr +25.89% total	+17.36%/yr +37.76% total	+16.99%/yr +60.13% total	—	—
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund