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

Total Real Returns

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

Tue 2022-08-30? to Fri 2026-05-01? YTD
Return
TR
Price
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
JEPQ
×
+5.07%
2026-05-01
1.795 TR
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2026-05-01? Overall
Return
Exponential
Trendline
SPYI
×
+66.54%
+14.92%/yr
+16.19%/yr
(R2=0.968)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+92.62%
+19.56%/yr
+21.67%/yr
(R2=0.953)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2026-05-01? Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$16,654.46
2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-08-30
$19,261.92
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPYI JEPQ
2026 (YTD) +4.09% +5.07%
2025 +16.67% +15.19%
2024 +19.03% +24.89%
2023 +18.10% +36.28%
2022 −2.45% −12.89%

Drawdowns

Tue 2022-08-30? to Fri 2026-05-01? Current
Drawdown
Worst
Drawdown
SPYI
×
0.00% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
0.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund