All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2024-01-30💬 to Tue 2026-08-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| XYLD × |
+37.90%
+13.55%/yr |
+11.74%/yr
R2=0.905 |
||||
| Global X S&P 500 Covered Call ETF Exchange-Traded Fund | ||||||
| JEPI × |
+25.87%
+9.52%/yr |
+8.10%/yr
R2=0.865 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × |
+49.62%
+17.27%/yr |
+15.86%/yr
R2=0.930 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+51.97%
+17.99%/yr |
+16.81%/yr
R2=0.902 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| QYLD × |
+39.36%
+14.02%/yr |
+12.62%/yr
R2=0.857 |
||||
| Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund | ||||||
| QQQI × |
+57.70%
+19.73%/yr |
+19.56%/yr
R2=0.923 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30💬 to Tue 2026-08-11 |
Start
Value |
End
Value |
|---|---|---|
| XYLD × |
$10,000.00
2024-01-30 |
$13,790.22
2026-08-11 |
| JEPI × |
$10,000.00
2024-01-30 |
$12,587.01
2026-08-11 |
| SPYI × |
$10,000.00
2024-01-30 |
$14,962.28
2026-08-11 |
| JEPQ × |
$10,000.00
2024-01-30 |
$15,196.72
2026-08-11 |
| QYLD × |
$10,000.00
2024-01-30 |
$13,935.68
2026-08-11 |
| QQQI × |
$10,000.00
2024-01-30 |
$15,770.28
2026-08-11 |
| YTD | YoY | |
|---|---|---|
| XYLD × | +9.14% | +18.31% |
| JEPI × | +5.85% | +11.72% |
| SPYI × | +10.47% | +19.06% |
| JEPQ × | +9.93% | +20.68% |
| QYLD × | +10.27% | +21.22% |
| QQQI × | +10.94% | +18.86% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| XYLD × |
—
on 2026-08-11 |
−15.53%
on 2025-04-08 from 2025-02-19 peak |
| JEPI × |
—
on 2026-08-11 |
−13.26%
on 2025-04-08 from 2025-02-19 peak |
| SPYI × |
−0.18%
on 2026-08-11 from 2026-08-10 peak |
−16.47%
on 2025-04-08 from 2025-02-19 peak |
| JEPQ × |
−0.73%
on 2026-08-11 from 2026-06-30 peak |
−20.07%
on 2025-04-08 from 2025-02-19 peak |
| QYLD × |
−0.63%
on 2026-08-11 from 2026-07-10 peak |
−19.06%
on 2025-04-08 from 2025-02-20 peak |
| QQQI × |
−2.37%
on 2026-08-11 from 2026-06-02 peak |
−20.00%
on 2025-04-08 from 2025-02-19 peak |
| Period ending Tue 2026-08-11 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| XYLD × | +18.31% |
+32.77% +15.23%/yr |
+41.53% +12.28%/yr |
+46.76% +7.97%/yr |
+122.10% +8.31%/yr |
| JEPI × | +11.72% |
+20.66% +9.84%/yr |
+32.07% +9.72%/yr |
+43.44% +7.48%/yr |
— |
| SPYI × | +19.06% |
+40.93% +18.72%/yr |
+57.68% +16.39%/yr |
— | — |
| JEPQ × | +20.68% |
+45.86% +20.77%/yr |
+72.50% +19.93%/yr |
— | — |
| QYLD × | +21.22% |
+37.03% +17.06%/yr |
+48.02% +13.97%/yr |
+48.24% +8.19%/yr |
+155.76% +9.85%/yr |
| QQQI × | +18.86% |
+50.21% +22.56%/yr |
— | — | — |
| Year | XYLD | JEPI | SPYI | JEPQ | QYLD | QQQI |
|---|---|---|---|---|---|---|
| 2026 (YTD) | +9.14% | +5.85% | +10.47% | +9.93% | +10.27% | +10.94% |
| 2025 | +8.04% | +8.10% | +16.67% | +15.19% | +9.31% | +18.62% |
| 2024 | +19.49% | +12.59% | +19.03% | +24.89% | +19.36% | +19.84% |
| 2023 | +11.11% | +9.83% | +18.10% | +36.28% | +22.78% | — |
| 2022 | −12.04% | −3.49% | −2.45% | −12.89% | −19.07% | — |
| 2021 | +19.59% | +21.53% | — | — | +10.41% | — |
| 2020 | −0.56% | +18.61% | — | — | +8.72% | — |
| 2019 | +21.41% | — | — | — | +22.70% | — |
| 2018 | −6.09% | — | — | — | −3.07% | — |
| 2017 | +16.49% | — | — | — | +18.79% | — |
| 2016 | +7.61% | — | — | — | +4.77% | — |
| 2015 | +0.59% | — | — | — | +7.17% | — |
| 2014 | +7.59% | — | — | — | +4.25% | — |
| 2013 | +13.97% | — | — | — | +2.00% | — |