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

Tue 2024-01-30? to Fri 2026-05-01	YTD Return	TR Price
SPY ×	+5.58% 2026-05-01	29.8 TR 2026-05-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD ×	+15.88% 2026-05-01	6.054 TR 2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+5.07% 2026-05-01	1.795 TR 2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	+5.59% 2026-05-01	8.705 TR 2026-05-01
Vanguard S&P 500 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
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

---

Returns

Tue 2024-01-30? to Fri 2026-05-01	Overall Return	Exponential Trendline
SPY ×	+50.85% +20.04%/yr	+17.28%/yr (R2=0.881)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD ×	+34.59% +14.11%/yr	+9.37%/yr (R2=0.636)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	+45.25% +18.04%/yr	+16.01%/yr (R2=0.865)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	+51.08% +20.12%/yr	+17.37%/yr (R2=0.882)
Vanguard S&P 500 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
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

---

Growth of $10,000

Tue 2024-01-30? to Fri 2026-05-01	Start Value	End Value
SPY ×	$10,000.00 2024-01-30	$15,084.70 2026-05-01
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD ×	$10,000.00 2024-01-30	$13,459.05 2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2024-01-30	$14,525.23 2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	$10,000.00 2024-01-30	$15,108.09 2026-05-01
Vanguard S&P 500 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
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

---

Annual Returns

Year	SPY	SCHD	JEPQ	VOO	QQQI	SPYI
2026 (YTD)	+5.58%	+15.88%	+5.07%	+5.59%	+6.20%	+4.09%
2025	+17.72%	+4.34%	+15.19%	+17.82%	+18.63%	+16.67%
2024	+24.89%	+11.66%	+24.89%	+24.98%	+19.84%	+19.03%
2023	+26.18%	+4.54%	+36.28%	+26.32%	—	+18.10%
2022	−18.18%	−3.26%	−12.89%	−18.17%	—	−2.45%
2021	+28.73%	+29.87%	—	+28.79%	—	—
2020	+18.33%	+15.03%	—	+18.32%	—	—
2019	+31.22%	+27.29%	—	+31.37%	—	—
2018	−4.57%	−5.56%	—	−4.50%	—	—
2017	+21.71%	+20.85%	—	+21.77%	—	—
2016	+12.00%	+16.45%	—	+12.17%	—	—
2015	+1.23%	−0.30%	—	+1.33%	—	—
2014	+13.46%	+11.69%	—	+13.56%	—	—
2013	+32.31%	+32.88%	—	+32.39%	—	—
2012	+15.99%	+11.39%	—	+15.99%	—	—
2011	+1.89%	+5.31%	—	+1.90%	—	—
2010	+15.06%	—	—	+14.78%	—	—
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 Fri 2026-05-01	Current Drawdown	Worst Drawdown
SPY ×	0.00%	−18.76% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHD ×	−0.65%	−16.13% 2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
JEPQ ×	0.00%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
VOO ×	0.00%	−18.69% 2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
QQQI ×	0.00%	−20.00% 2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI ×	0.00%	−16.47% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund