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

Total Real Returns

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

Thu 2023-05-11? to Wed 2025-06-18 YTD
Return
TR
Price
SPLG
×
+2.28%
2025-06-18
7.093 TR
2025-06-18
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
NVDY
×
+2.21%
2025-06-18
3.11 TR
2025-06-18
Tidal Trust II Exchange-Traded Fund
JEPQ
×
−1.40%
2025-06-18
1.462 TR
2025-06-18
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+2.83%
2025-06-18
1.41 TR
2025-06-18
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Thu 2023-05-11? to Wed 2025-06-18 Overall
Return
Exponential
Trendline
SPLG
×
+49.21%
+20.93%/yr
+21.57%/yr
(R2=0.865)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
NVDY
×
+210.97%
+71.41%/yr
+70.46%/yr
(R2=0.806)
Tidal Trust II Exchange-Traded Fund
JEPQ
×
+42.83%
+18.45%/yr
+19.37%/yr
(R2=0.852)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+33.11%
+14.55%/yr
+14.66%/yr
(R2=0.870)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2023-05-11? to Wed 2025-06-18 Start
Value
End
Value
SPLG
×
$10,000.00
2023-05-11
$14,920.94
2025-06-18
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
NVDY
×
$10,000.00
2023-05-11
$31,096.81
2025-06-18
Tidal Trust II Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-05-11
$14,283.47
2025-06-18
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2023-05-11
$13,311.07
2025-06-18
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPLG NVDY JEPQ SPYI
2025 (YTD) +2.28% +2.21% −1.40% +2.83%
2024 +25.00% +114.23% +24.89% +19.03%
2023 +26.25% +42.01% +36.27% +18.10%
2022 −18.10% −12.89% −2.44%
2021 +28.78%
2020 +18.49%
2019 +31.99%
2018 −4.78%
2017 +21.30%
2016 +11.82%
2015 +1.15%
2014 +13.69%
2013 +33.17%
2012 +15.16%
2011 +1.71%
2010 +15.89%
2009 +27.23%
2008 −36.90%
2007 +5.74%
2006 +14.54%
2005 +2.07%

Drawdowns

Thu 2023-05-11? to Wed 2025-06-18 Current
Drawdown
Worst
Drawdown
SPLG
×
−2.21% −18.72%
2025-04-08
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
NVDY
×
−5.28% −34.08%
2025-04-04
Tidal Trust II Exchange-Traded Fund
JEPQ
×
−5.73% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−1.34% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund