All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2022-08-30? to Tue 2025-08-05 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPYI × |
+7.07%
2025-08-05 |
1.468 TR
2025-08-05 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| JEPI × |
+2.16%
2025-08-05 |
1.757 TR
2025-08-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+7.79%
2025-08-05 |
25.76 TR
2025-08-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Tue 2025-08-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPYI × |
+46.84%
+14.00%/yr |
+15.80%/yr
(R2=0.944) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| JEPI × |
+30.21%
+9.42%/yr |
+11.29%/yr
(R2=0.921) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
+64.54%
+18.51%/yr |
+22.01%/yr
(R2=0.939) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Tue 2025-08-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPYI × |
$10,000.00
2022-08-30 |
$14,683.56
2025-08-05 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| JEPI × |
$10,000.00
2022-08-30 |
$13,021.11
2025-08-05 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2022-08-30 |
$16,454.19
2025-08-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Year | SPYI | JEPI | SPY |
|---|---|---|---|
| 2025 (YTD) | +7.07% | +2.16% | +7.79% |
| 2024 | +19.03% | +12.59% | +24.89% |
| 2023 | +18.10% | +9.83% | +26.18% |
| 2022 | −2.44% | −3.49% | −18.18% |
| 2021 | — | +21.53% | +28.73% |
| 2020 | — | +18.61% | +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 | — | — | +1.90% |
| 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 Tue 2025-08-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPYI × | −0.84% |
−16.47%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| JEPI × | −2.11% |
−13.26%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPY × | −1.43% |
−18.76%
2025-04-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||