SPYI,IVV,VUG,JEPQ,GPIX,SPY: Total Return Chart (with Dividends Reinvested)

Thu 2023-10-26? to Thu 2025-08-07	YTD Return	TR Price
SPYI ×	+7.71% 2025-08-07	1.477 TR 2025-08-07
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
IVV ×	+8.62% 2025-08-07	7.148 TR 2025-08-07
iShares Core S&P 500 ETF Exchange-Traded Fund
VUG ×	+11.30% 2025-08-07	11.55 TR 2025-08-07
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ ×	+4.36% 2025-08-07	1.547 TR 2025-08-07
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX ×	+7.41% 2025-08-07	1.484 TR 2025-08-07
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY ×	+8.52% 2025-08-07	25.93 TR 2025-08-07
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Thu 2023-10-26? to Thu 2025-08-07	Overall Return	Exponential Trendline
SPYI ×	+39.21% +20.40%/yr	+14.90%/yr (R2=0.825)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
IVV ×	+57.02% +28.81%/yr	+19.23%/yr (R2=0.790)
iShares Core S&P 500 ETF Exchange-Traded Fund
VUG ×	+75.88% +37.27%/yr	+23.40%/yr (R2=0.782)
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ ×	+48.03% +24.61%/yr	+15.76%/yr (R2=0.744)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX ×	+48.38% +24.78%/yr	+16.97%/yr (R2=0.809)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY ×	+56.78% +28.70%/yr	+19.15%/yr (R2=0.789)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Thu 2023-10-26? to Thu 2025-08-07	Start Value	End Value
SPYI ×	$10,000.00 2023-10-26	$13,921.04 2025-08-07
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
IVV ×	$10,000.00 2023-10-26	$15,701.66 2025-08-07
iShares Core S&P 500 ETF Exchange-Traded Fund
VUG ×	$10,000.00 2023-10-26	$17,588.47 2025-08-07
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ ×	$10,000.00 2023-10-26	$14,802.61 2025-08-07
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX ×	$10,000.00 2023-10-26	$14,838.40 2025-08-07
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY ×	$10,000.00 2023-10-26	$15,678.27 2025-08-07
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	SPYI	IVV	VUG	JEPQ	GPIX	SPY
2025 (YTD)	+7.71%	+8.62%	+11.30%	+4.36%	+7.41%	+8.52%
2024	+19.03%	+24.93%	+32.69%	+24.89%	+21.77%	+24.89%
2023	+18.10%	+26.31%	+46.83%	+36.26%	+13.46%	+26.18%
2022	−2.44%	−18.16%	−33.16%	−12.89%	—	−18.18%
2021	—	+28.76%	+27.35%	—	—	+28.73%
2020	—	+18.40%	+40.25%	—	—	+18.33%
2019	—	+31.25%	+37.03%	—	—	+31.22%
2018	—	−4.49%	−3.32%	—	—	−4.57%
2017	—	+21.75%	+27.72%	—	—	+21.71%
2016	—	+12.15%	+6.27%	—	—	+12.00%
2015	—	+1.28%	+3.24%	—	—	+1.23%
2014	—	+13.57%	+13.61%	—	—	+13.46%
2013	—	+32.31%	+32.48%	—	—	+32.31%
2012	—	+16.06%	+17.01%	—	—	+15.99%
2011	—	+1.88%	+1.82%	—	—	+1.90%
2010	—	+15.10%	+17.22%	—	—	+15.06%
2009	—	+26.61%	+36.13%	—	—	+26.35%
2008	—	−37.01%	−38.02%	—	—	−36.79%
2007	—	+5.29%	+12.52%	—	—	+5.15%
2006	—	+15.94%	+9.19%	—	—	+15.85%
2005	—	+4.87%	+5.02%	—	—	+4.83%
2004	—	+10.79%	+4.99%	—	—	+10.70%
2003	—	+28.46%	—	—	—	+28.18%
2002	—	−21.53%	—	—	—	−21.58%
2001	—	−11.95%	—	—	—	−11.76%
2000	—	−6.08%	—	—	—	−9.74%
1999	—	—	—	—	—	+20.39%
1998	—	—	—	—	—	+28.69%
1997	—	—	—	—	—	+33.48%
1996	—	—	—	—	—	+22.50%
1995	—	—	—	—	—	+38.06%
1994	—	—	—	—	—	+0.40%
1993	—	—	—	—	—	+8.71%

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Drawdowns

Thu 2023-10-26? to Thu 2025-08-07	Current Drawdown	Worst Drawdown
SPYI ×	−0.25%	−16.47% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
IVV ×	−0.72%	−18.75% 2025-04-08
iShares Core S&P 500 ETF Exchange-Traded Fund
VUG ×	−0.05%	−22.85% 2025-04-08
Vanguard Growth Index Fund ETF Shares Exchange-Traded Fund
JEPQ ×	−0.23%	−20.07% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIX ×	−0.44%	−17.50% 2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund
SPY ×	−0.76%	−18.76% 2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund