All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2022-08-30? to Fri 2025-06-06 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+2.54%
2025-06-06 |
24.5 TR
2025-06-06 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
+1.04%
2025-06-06 |
1.738 TR
2025-06-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × |
+2.83%
2025-06-06 |
1.41 TR
2025-06-06 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QDPL × |
+2.38%
2025-06-06 |
1.411 TR
2025-06-06 |
||||
| Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Fri 2025-06-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+56.52%
+17.57%/yr |
+22.31%/yr
(R2=0.932) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
+28.77%
+9.57%/yr |
+11.63%/yr
(R2=0.917) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × |
+41.02%
+13.22%/yr |
+15.87%/yr
(R2=0.935) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QDPL × |
+51.43%
+16.17%/yr |
+20.46%/yr
(R2=0.933) |
||||
| Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Fri 2025-06-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2022-08-30 |
$15,652.26
2025-06-06 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-08-30 |
$12,877.20
2025-06-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2022-08-30 |
$14,101.50
2025-06-06 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QDPL × |
$10,000.00
2022-08-30 |
$15,143.07
2025-06-06 |
||||
| Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund | ||||||
| Year | SPY | JEPI | SPYI | QDPL |
|---|---|---|---|---|
| 2025 (YTD) | +2.54% | +1.04% | +2.83% | +2.38% |
| 2024 | +24.89% | +12.59% | +19.03% | +22.83% |
| 2023 | +26.18% | +9.82% | +18.10% | +23.66% |
| 2022 | −18.18% | −3.49% | −2.44% | −16.25% |
| 2021 | +28.73% | +21.53% | — | +8.32% |
| 2020 | +18.33% | +18.61% | — | — |
| 2019 | +31.22% | — | — | — |
| 2018 | −4.57% | — | — | — |
| 2017 | +21.71% | — | — | — |
| 2016 | +12.00% | — | — | — |
| 2015 | +1.23% | — | — | — |
| 2014 | +13.46% | — | — | — |
| 2013 | +32.31% | — | — | — |
| 2012 | +15.99% | — | — | — |
| 2011 | +1.89% | — | — | — |
| 2010 | +15.06% | — | — | — |
| 2009 | +26.35% | — | — | — |
| 2008 | −36.79% | — | — | — |
| 2007 | +5.15% | — | — | — |
| 2006 | +15.85% | — | — | — |
| 2005 | +4.83% | — | — | — |
| 2004 | +10.70% | — | — | — |
| 2003 | +28.18% | — | — | — |
| 2002 | −21.58% | — | — | — |
| 2001 | −11.76% | — | — | — |
| 2000 | −9.74% | — | — | — |
| 1999 | +20.39% | — | — | — |
| 1998 | +28.69% | — | — | — |
| 1997 | +33.48% | — | — | — |
| 1996 | +22.50% | — | — | — |
| 1995 | +38.06% | — | — | — |
| 1994 | +0.40% | — | — | — |
| 1993 | +8.71% | — | — | — |
| Tue 2022-08-30? to Fri 2025-06-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −1.96% |
−18.76%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| JEPI × | −3.19% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × | −1.34% |
−16.47%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QDPL × | −1.84% |
−17.75%
2025-04-08 |
||||
| Pacer Funds Trust - Metaurus US Large Cap Target Dividend 400 ETF Exchange-Traded Fund | ||||||