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

Total Real Returns

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

Tue 2024-01-30💬 to Tue 2026-06-09 YTD
Return
1 Year
Return
SPY
×
+8.38%
2026-06-09
+24.32%
2026-06-09
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
JEPQ
×
+6.45%
2026-06-09
+24.47%
2026-06-09
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI
×
+8.76%
2026-06-09
+24.29%
2026-06-09
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+5.65%
2026-06-09
+19.76%
2026-06-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2024-01-30💬 to Tue 2026-06-09 Overall
Return
Exponential
Trendline
SPY
×
+54.28%
+20.19%/yr
+17.85%/yr
(R2=0.895)
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
JEPQ
×
+47.15%
+17.81%/yr
+16.50%/yr
(R2=0.882)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI
×
+54.62%
+20.31%/yr
+19.30%/yr
(R2=0.908)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+43.10%
+16.42%/yr
+15.61%/yr
(R2=0.914)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30💬 to Tue 2026-06-09 Start
Value
End
Value
SPY
×
$10,000.00
2024-01-30
$15,427.99
2026-06-09
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-01-30
$14,715.33
2026-06-09
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$15,461.55
2026-06-09
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$14,310.00
2026-06-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPY JEPQ QQQI SPYI
2026 (YTD) +8.38% +6.45% +8.76% +5.65%
2025 +17.72% +15.19% +18.62% +16.67%
2024 +24.89% +24.89% +19.84% +19.03%
2023 +26.18% +36.28% +18.10%
2022 −18.18% −12.89% −2.45%
2021 +28.73%
2020 +18.33%
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 +22.56%
1995 +38.04%
1994 +0.40%
1993 +8.64%

Drawdowns

Tue 2024-01-30💬 to Tue 2026-06-09 Current
Drawdown
Worst
Drawdown
SPY
×
−2.96%
from 2026-06-02 peak
−18.76%
2025-04-08
from 2025-02-19 peak
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
JEPQ
×
−2.92%
from 2026-06-02 peak
−20.07%
2025-04-08
from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI
×
−4.28%
from 2026-06-02 peak
−20.00%
2025-04-08
from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−2.40%
from 2026-06-02 peak
−16.47%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-09 1
Year
2
Years
3
Years
5
Years
10
Years
SPY
×
+24.32% +41.38%
+18.90%/yr
+78.17%
+21.23%/yr
+87.16%
+13.36%/yr
+309.07%
+15.13%/yr
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund
JEPQ
×
+24.47% +35.03%
+16.20%/yr
+71.47%
+19.69%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI
×
+24.29% +43.26%
+19.69%/yr
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+19.76% +34.53%
+15.99%/yr
+54.02%
+15.49%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund