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 Thu 2025-07-03 YTD
Return
TR
Price
SPYI
×
+6.13%
2025-07-03
1.455 TR
2025-07-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+1.97%
2025-07-03
1.512 TR
2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2022-08-30? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SPYI
×
+45.54%
+14.12%/yr
+15.79%/yr
(R2=0.939)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+62.27%
+18.57%/yr
+23.34%/yr
(R2=0.925)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Thu 2025-07-03 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$14,554.43
2025-07-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2022-08-30
$16,227.28
2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPYI JEPQ
2025 (YTD) +6.13% +1.97%
2024 +19.03% +24.90%
2023 +18.10% +36.26%
2022 −2.45% −12.89%

Drawdowns

Tue 2022-08-30? to Thu 2025-07-03 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
×
−2.51% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund