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

Total Real Returns

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

Tue 2024-01-30? to Tue 2026-05-12 YTD
Return 		TR
Price
VOO × 		+8.56%
2026-05-12 		8.917 TR
2026-05-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI × 		+0.66%
2026-05-12 		1.872 TR
2026-05-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ × 		+6.50%
2026-05-12 		1.819 TR
2026-05-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI × 		+9.63%
2026-05-12 		1.558 TR
2026-05-12
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI × 		+5.96%
2026-05-12 		1.695 TR
2026-05-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2024-01-30? to Tue 2026-05-12 Overall
Return 		Exponential
Trendline
VOO × 		+54.76%
+21.11%/yr 		+17.50%/yr
(R2=0.886)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI × 		+19.70%
+8.20%/yr 		+8.42%/yr
(R2=0.842)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ × 		+47.23%
+18.48%/yr 		+16.13%/yr
(R2=0.870)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI × 		+55.84%
+21.48%/yr 		+18.78%/yr
(R2=0.901)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI × 		+43.52%
+17.17%/yr 		+15.34%/yr
(R2=0.906)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Tue 2026-05-12 Start
Value 		End
Value
VOO × 		$10,000.00
2024-01-30 		$15,476.37
2026-05-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI × 		$10,000.00
2024-01-30 		$11,969.68
2026-05-12
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ × 		$10,000.00
2024-01-30 		$14,722.65
2026-05-12
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI × 		$10,000.00
2024-01-30 		$15,584.44
2026-05-12
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI × 		$10,000.00
2024-01-30 		$14,351.68
2026-05-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year VOO JEPI JEPQ QQQI SPYI
2026 (YTD) +8.56% +0.66% +6.50% +9.63% +5.96%
2025 +17.82% +8.10% +15.19% +18.63% +16.67%
2024 +24.98% +12.59% +24.89% +19.84% +19.03%
2023 +26.32% +9.83% +36.28% — +18.10%
2022 −18.17% −3.49% −12.89% — −2.45%
2021 +28.79% +21.53% — — —
2020 +18.32% +18.61% — — —
2019 +31.37% — — — —
2018 −4.50% — — — —
2017 +21.77% — — — —
2016 +12.17% — — — —
2015 +1.33% — — — —
2014 +13.56% — — — —
2013 +32.39% — — — —
2012 +15.99% — — — —
2011 +1.90% — — — —
2010 +14.78% — — — —

Drawdowns

Tue 2024-01-30? to Tue 2026-05-12 Current
Drawdown 		Worst
Drawdown
VOO × 		−0.13% −18.69%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI × 		−4.35% −13.26%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ × 		−0.10% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI × 		−0.48% −20.00%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI × 		−0.06% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-05-12 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
VOO × 		+28.18%/yr
+28.15% total 		+20.53%/yr
+45.38% total 		+23.16%/yr
+86.85% total 		+14.36%/yr
+95.54% total 		+15.53%/yr
+323.34% total
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI × 		+8.46%/yr
+8.45% total 		+7.37%/yr
+15.32% total 		+9.14%/yr
+30.00% total 		+7.92%/yr
+46.39% total 		—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ × 		+27.41%/yr
+27.39% total 		+17.77%/yr
+38.80% total 		+21.19%/yr
+78.04% total 		— —
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QQQI × 		+29.64%/yr
+29.62% total 		+22.09%/yr
+49.18% total 		— — —
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI × 		+23.05%/yr
+23.03% total 		+17.30%/yr
+37.68% total 		+16.99%/yr
+60.15% total 		— —
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund