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

Total Real Returns

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

Thu 2023-10-26? 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
JEPI
×
+3.44%
2025-07-03
1.779 TR
2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
+6.05%
2025-07-03
1.465 TR
2025-07-03
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-10-26? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SPYI
×
+37.17%
+20.61%/yr
+14.70%/yr
(R2=0.796)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+44.65%
+24.47%/yr
+15.86%/yr
(R2=0.714)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
+25.99%
+14.68%/yr
+10.38%/yr
(R2=0.735)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
+46.52%
+25.42%/yr
+16.88%/yr
(R2=0.781)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Thu 2025-07-03 Start
Value
End
Value
SPYI
×
$10,000.00
2023-10-26
$13,717.22
2025-07-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-10-26
$14,464.73
2025-07-03
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI
×
$10,000.00
2023-10-26
$12,599.04
2025-07-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
$10,000.00
2023-10-26
$14,651.57
2025-07-03
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPYI JEPQ JEPI GPIX
2025 (YTD) +6.13% +1.97% +3.44% +6.05%
2024 +19.03% +24.90% +12.59% +21.77%
2023 +18.10% +36.27% +9.82% +13.46%
2022 −2.45% −12.89% −3.49%
2021 +21.53%
2020 +18.61%

Drawdowns

Thu 2023-10-26? 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
JEPI
×
−0.89% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
GPIX
×
0.00% −17.50%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund